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Disclosery

Caprock Group, LLC: AVGO position timeline

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

Caprock Group, LLC held 153,182 AVGO 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 153,182 shares
    Change vs previous 13F +1,541 shares

    1.11% of the 13F portfolio, value $57,864,593.

    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 151,641 shares
    Change vs previous 13F -1,365 shares

    1.14% of the 13F portfolio, value $46,934,465.

    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 153,006 shares
    Change vs previous 13F +10,617 shares

    1.12% of the 13F portfolio, value $52,955,653.

    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 142,389 shares
    Change vs previous 13F +6,070 shares

    1.04% of the 13F portfolio, value $42,345,136.

    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 136,319 shares
    Change vs previous 13F +14,384 shares

    0.7% of the 13F portfolio, value $22,824,005.

    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 121,935 shares
    Change vs previous 13F +4,277 shares

    0.92% of the 13F portfolio, value $28,269,609.

    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 117,658 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $20,296,129.

    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).