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Disclosery

Caprock Group, LLC: APAM position timeline

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

Caprock Group, LLC held 7,617 APAM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,617 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $263,034.

    13F-HR 0001610769-26-000003 filed by Caprock 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 7,489 shares
    Change vs previous 13F +1,181 shares

    0.01% of the 13F portfolio, value $272,545.

    13F-HR 0001610769-26-000002 filed by Caprock 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 6,308 shares
    Change vs previous 13F -1,397 shares

    0.01% of the 13F portfolio, value $257,011.

    13F-HR 0001610769-26-000001 filed by Caprock 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 7,705 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $360,543.

    13F-HR 0001610769-25-000003 filed by Caprock 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 ended2025-03-31
    13F 8,540 shares
    Change vs previous 13F +636 shares

    0.01% of the 13F portfolio, value $333,936.

    13F-HR 0001085146-25-003265 filed by Caprock 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 ended2024-12-31
    13F 7,904 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $340,291.

    13F-HR 0001085146-25-000441 filed by Caprock 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 ended2024-09-30
    13F 7,913 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $342,815.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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