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Disclosery

Caprock Group, LLC: SEIC position timeline

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

Caprock Group, LLC held 4,196 SEIC 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 4,196 shares
    Change vs previous 13F +1,642 shares

    0.01% of the 13F portfolio, value $368,094.

    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 2,554 shares
    Change vs previous 13F -1,516 shares

    <0.01% of the 13F portfolio, value $200,438.

    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 ended2025-03-31
    13F 4,070 shares
    Change vs previous 13F -418 shares

    0.01% of the 13F portfolio, value $315,964.

    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).

  4. period ended2024-12-31
    13F 4,488 shares
    Change vs previous 13F +113 shares

    0.01% of the 13F portfolio, value $372,394.

    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).

  5. period ended2024-09-30
    13F 4,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $302,727.

    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).