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Disclosery

Caprock Group, LLC: RL position timeline

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

Caprock Group, LLC held 8,536 RL 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 8,536 shares
    Change vs previous 13F -124 shares

    0.07% of the 13F portfolio, value $3,435,288.

    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 8,660 shares
    Change vs previous 13F -1,104 shares

    0.07% of the 13F portfolio, value $2,987,700.

    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 9,764 shares
    Change vs previous 13F +2,185 shares

    0.07% of the 13F portfolio, value $3,462,090.

    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 7,579 shares
    Change vs previous 13F +2,660 shares

    0.06% of the 13F portfolio, value $2,250,573.

    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 4,919 shares
    Change vs previous 13F +3,686 shares

    0.03% of the 13F portfolio, value $1,089,755.

    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 1,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,974.

    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).