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Disclosery

Caprock Group, LLC: LPLA position timeline

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

Caprock Group, LLC held 1,153 LPLA 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 1,153 shares
    Change vs previous 13F -1,841 shares

    0.01% of the 13F portfolio, value $324,785.

    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 2,994 shares
    Change vs previous 13F +1,167 shares

    0.02% of the 13F portfolio, value $900,782.

    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 1,827 shares
    Change vs previous 13F -546 shares

    0.01% of the 13F portfolio, value $652,550.

    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 2,373 shares
    Change vs previous 13F -1,607 shares

    0.02% of the 13F portfolio, value $864,911.

    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 3,980 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $1,302,017.

    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 3,879 shares
    Change vs previous 13F +1,093 shares

    0.04% of the 13F portfolio, value $1,266,532.

    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 2,786 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $648,107.

    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).