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Disclosery

Caprock Group, LLC: TD position timeline

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

Caprock Group, LLC held 14,593 TD 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 14,593 shares
    Change vs previous 13F +297 shares

    0.03% of the 13F portfolio, value $1,772,072.

    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 14,296 shares
    Change vs previous 13F +1,065 shares

    0.03% of the 13F portfolio, value $1,333,993.

    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 13,231 shares
    Change vs previous 13F +1,904 shares

    0.03% of the 13F portfolio, value $1,246,394.

    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 11,327 shares
    Change vs previous 13F +2,119 shares

    0.02% of the 13F portfolio, value $851,138.

    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 9,208 shares
    Change vs previous 13F +3,816 shares

    0.02% of the 13F portfolio, value $551,949.

    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 5,392 shares
    Change vs previous 13F -493 shares

    0.01% of the 13F portfolio, value $287,089.

    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 5,885 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,308.

    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).