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Caprock Group, LLC: OBDC position timeline

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

Caprock Group, LLC held 52,836 OBDC 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 52,836 shares
    Change vs previous 13F -92,046 shares

    0.01% of the 13F portfolio, value $618,789.

    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 144,882 shares
    Change vs previous 13F -470 shares

    0.04% of the 13F portfolio, value $1,656,003.

    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 145,352 shares
    Change vs previous 13F -12,020 shares

    0.04% of the 13F portfolio, value $1,860,517.

    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 157,372 shares
    Change vs previous 13F +123,193 shares

    0.06% of the 13F portfolio, value $2,259,871.

    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 34,179 shares
    Change vs previous 13F +12,877 shares

    0.02% of the 13F portfolio, value $513,718.

    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 21,302 shares
    Change vs previous 13F -7,499 shares

    0.01% of the 13F portfolio, value $329,977.

    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 28,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $430,299.

    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).