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STRAIGHTLINE GROUP LLC: CAPE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRAIGHTLINE GROUP LLC on CAPE, newest first. How the timeline and the estimate are built.

STRAIGHTLINE GROUP LLC held 948,387 CAPE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 948,387 shares
    Change vs previous 13F +12,181 shares

    14.51% of the 13F portfolio, value $30,763,410.

    13F-HR 0001444864-26-000004 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 936,206 shares
    Change vs previous 13F -84,553 shares

    14.36% of the 13F portfolio, value $28,884,775.

    13F-HR 0001444864-26-000002 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,020,759 shares
    Change vs previous 13F +7,196 shares

    18.38% of the 13F portfolio, value $33,623,813.

    13F-HR 0001444864-26-000001 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,013,563 shares
    Change vs previous 13F +42,959 shares

    18.92% of the 13F portfolio, value $32,829,315.

    13F-HR 0001444864-25-000008 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 970,604 shares
    Change vs previous 13F +9,536 shares

    19.26% of the 13F portfolio, value $30,874,919.

    13F-HR 0001444864-25-000006 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 961,068 shares
    Change vs previous 13F -48,850 shares

    18.88% of the 13F portfolio, value $29,206,861.

    13F-HR 0001444864-25-000004 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,009,918 shares
    Change vs previous 13F not available

    19.83% of the 13F portfolio, value $30,264,218.

    13F-HR 0001444864-25-000002 filed by STRAIGHTLINE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).