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Caprock Group, LLC: BX position timeline

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

Caprock Group, LLC held 17,629 BX 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 17,629 shares
    Change vs previous 13F +965 shares

    0.04% of the 13F portfolio, value $2,074,459.

    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 16,664 shares
    Change vs previous 13F -1,334 shares

    0.05% of the 13F portfolio, value $1,916,275.

    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 17,998 shares
    Change vs previous 13F -2,865 shares

    0.06% of the 13F portfolio, value $2,774,228.

    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 20,863 shares
    Change vs previous 13F +4,363 shares

    0.09% of the 13F portfolio, value $3,576,034.

    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 16,500 shares
    Change vs previous 13F -1,418 shares

    0.07% of the 13F portfolio, value $2,306,394.

    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 17,918 shares
    Change vs previous 13F +11,184 shares

    0.1% of the 13F portfolio, value $3,089,438.

    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 6,734 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,031,185.

    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).