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Disclosery

Caprock Group, LLC: SPY position timeline

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

Caprock Group, LLC held 79,972 SPY 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 79,972 shares
    Change vs previous 13F +2,440 shares

    1.15% of the 13F portfolio, value $59,872,990.

    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 77,532 shares
    Change vs previous 13F +1,144 shares

    1.23% of the 13F portfolio, value $50,554,983.

    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 76,388 shares
    Change vs previous 13F +12,111 shares

    1.1% of the 13F portfolio, value $52,240,808.

    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 64,277 shares
    Change vs previous 13F -32,425 shares

    1.02% of the 13F portfolio, value $41,462,279.

    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 96,702 shares
    Change vs previous 13F +44,723 shares

    1.65% of the 13F portfolio, value $54,252,290.

    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 51,979 shares
    Change vs previous 13F -25 shares

    1% of the 13F portfolio, value $30,569,277.

    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 52,004 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $29,928,621.

    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).