Skip to content
Disclosery

Caprock Group, LLC: PM position timeline

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

Caprock Group, LLC held 58,522 PM 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 58,522 shares
    Change vs previous 13F +1,187 shares

    0.2% of the 13F portfolio, value $10,673,359.

    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 57,335 shares
    Change vs previous 13F +6,567 shares

    0.23% of the 13F portfolio, value $9,565,510.

    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 50,768 shares
    Change vs previous 13F -2,595 shares

    0.17% of the 13F portfolio, value $8,217,145.

    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 53,363 shares
    Change vs previous 13F +5,596 shares

    0.22% of the 13F portfolio, value $8,918,612.

    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 47,767 shares
    Change vs previous 13F -1,291 shares

    0.23% of the 13F portfolio, value $7,646,120.

    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 49,058 shares
    Change vs previous 13F +3,814 shares

    0.2% of the 13F portfolio, value $5,970,307.

    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 45,244 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,553,729.

    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).