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Disclosery

Caprock Group, LLC: EPD position timeline

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

Caprock Group, LLC held 71,936 EPD 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 71,936 shares
    Change vs previous 13F +887 shares

    0.05% of the 13F portfolio, value $2,644,380.

    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 71,049 shares
    Change vs previous 13F -5,228 shares

    0.07% of the 13F portfolio, value $2,688,507.

    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 76,277 shares
    Change vs previous 13F -17,627 shares

    0.05% of the 13F portfolio, value $2,445,451.

    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 93,904 shares
    Change vs previous 13F +15,623 shares

    0.07% of the 13F portfolio, value $3,018,085.

    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 78,281 shares
    Change vs previous 13F -7,949 shares

    0.08% of the 13F portfolio, value $2,672,525.

    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 86,230 shares
    Change vs previous 13F +19,495 shares

    0.09% of the 13F portfolio, value $2,704,183.

    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 66,735 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,942,665.

    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).