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Caprock Group, LLC: DFAT position timeline

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

Caprock Group, LLC held 31,234 DFAT 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 31,234 shares
    Change vs previous 13F -225 shares

    0.04% of the 13F portfolio, value $2,183,257.

    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 31,459 shares
    Change vs previous 13F -1,953 shares

    0.05% of the 13F portfolio, value $1,964,615.

    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 33,412 shares
    Change vs previous 13F +3,722 shares

    0.04% of the 13F portfolio, value $1,989,350.

    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 29,690 shares
    Change vs previous 13F -5,975 shares

    0.04% of the 13F portfolio, value $1,747,553.

    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 35,665 shares
    Change vs previous 13F +1,510 shares

    0.06% of the 13F portfolio, value $1,836,391.

    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 34,155 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,901,067.

    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 34,155 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,900,043.

    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).