Doubleline shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Doubleline (CAPE) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Doubleline
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Quarterly reported holdings in Doubleline by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 837k | 32.58 |
| 2025-06-30 | $28M | 873k | 31.81 |
| 2025-03-31 | $26M | 868k | 30.39 |
| 2024-12-31 | $26M | 866k | 29.97 |
| 2024-09-30 | $25M | 854k | 29.59 |
| 2024-06-30 | $24M | 853k | 27.72 |
| 2024-03-31 | $24M | 851k | 28.00 |
| 2023-09-30 | $20M | 832k | 23.67 |
| 2023-06-30 | $20M | 827k | 24.49 |
| 2023-03-31 | $19M | 827k | 22.67 |
More positions owned by Walled Lake Planning & Wealth Management
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