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Caprock Group, LLC: LPL position timeline

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

Caprock Group, LLC held 116,147 LPL 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 116,147 shares
    Change vs previous 13F +6,724 shares

    0.01% of the 13F portfolio, value $451,812.

    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 109,423 shares
    Change vs previous 13F +26,223 shares

    0.01% of the 13F portfolio, value $424,561.

    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 83,200 shares
    Change vs previous 13F +28,870 shares

    0.01% of the 13F portfolio, value $350,272.

    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 54,330 shares
    Change vs previous 13F +34,413 shares

    0.01% of the 13F portfolio, value $239,595.

    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 19,917 shares
    Change vs previous 13F +2,773 shares

    <0.01% of the 13F portfolio, value $61,942.

    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 17,144 shares
    Change vs previous 13F +5,618 shares

    <0.01% of the 13F portfolio, value $52,632.

    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 11,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $46,680.

    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).