Caprock Group, LLC: AVEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on AVEM, newest first. How the timeline and the estimate are built.
Caprock Group, LLC held 9,543 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 9,543 sharesChange vs previous 13F +1,864 shares
0.02% of the 13F portfolio, value $920,804.
13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,679 sharesChange vs previous 13F -43 shares
0.02% of the 13F portfolio, value $618,774.
13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,722 sharesChange vs previous 13F +16 shares
0.01% of the 13F portfolio, value $594,748.
13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,706 sharesChange vs previous 13F -2,771 shares
0.01% of the 13F portfolio, value $547,820.
13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,477 sharesChange vs previous 13F -711 shares
0.02% of the 13F portfolio, value $630,401.
13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,188 sharesChange vs previous 13F +13 shares
0.02% of the 13F portfolio, value $657,743.
13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,175 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $721,905.
13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).