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Caprock Group, LLC: EPR position timeline

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

Caprock Group, LLC held 16,883 EPR 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 16,883 shares
    Change vs previous 13F +2,473 shares

    0.02% of the 13F portfolio, value $984,795.

    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 14,410 shares
    Change vs previous 13F -12,512 shares

    0.02% of the 13F portfolio, value $725,161.

    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 26,922 shares
    Change vs previous 13F +6,230 shares

    0.03% of the 13F portfolio, value $1,353,792.

    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 20,692 shares
    Change vs previous 13F +15,484 shares

    0.03% of the 13F portfolio, value $1,128,645.

    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 5,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $275,529.

    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).