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Caprock Group, LLC: AR position timeline

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

Caprock Group, LLC held 55,889 AR 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 55,889 shares
    Change vs previous 13F -3,912 shares

    0.04% of the 13F portfolio, value $1,963,966.

    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 59,801 shares
    Change vs previous 13F +2,556 shares

    0.06% of the 13F portfolio, value $2,537,986.

    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 57,245 shares
    Change vs previous 13F +3,039 shares

    0.04% of the 13F portfolio, value $1,972,689.

    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 54,206 shares
    Change vs previous 13F -4,261 shares

    0.04% of the 13F portfolio, value $1,730,279.

    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 58,467 shares
    Change vs previous 13F +66 shares

    0.07% of the 13F portfolio, value $2,364,405.

    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 58,401 shares
    Change vs previous 13F +374 shares

    0.07% of the 13F portfolio, value $2,046,955.

    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 58,027 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,662,474.

    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).