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Disclosery

Caprock Group, LLC: PEP position timeline

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

Caprock Group, LLC held 36,182 PEP 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 36,182 shares
    Change vs previous 13F -3,912 shares

    0.09% of the 13F portfolio, value $4,899,074.

    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 40,094 shares
    Change vs previous 13F +5,898 shares

    0.15% of the 13F portfolio, value $6,226,247.

    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 34,196 shares
    Change vs previous 13F +4,572 shares

    0.1% of the 13F portfolio, value $4,960,413.

    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 29,624 shares
    Change vs previous 13F -4,305 shares

    0.11% of the 13F portfolio, value $4,403,624.

    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 33,929 shares
    Change vs previous 13F +5,839 shares

    0.16% of the 13F portfolio, value $5,087,364.

    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 28,090 shares
    Change vs previous 13F -1,154 shares

    0.14% of the 13F portfolio, value $4,310,619.

    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 29,244 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,972,976.

    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).