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Caprock Group, LLC: VOT position timeline

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

Caprock Group, LLC held 16,350 VOT 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 16,350 shares
    Change vs previous 13F -126 shares

    0.1% of the 13F portfolio, value $5,008,021.

    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 16,476 shares
    Change vs previous 13F -1,917 shares

    0.1% of the 13F portfolio, value $4,240,232.

    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 18,393 shares
    Change vs previous 13F -296 shares

    0.11% of the 13F portfolio, value $5,134,421.

    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 18,689 shares
    Change vs previous 13F +47 shares

    0.13% of the 13F portfolio, value $5,403,922.

    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 18,642 shares
    Change vs previous 13F -84 shares

    0.14% of the 13F portfolio, value $4,560,777.

    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 18,726 shares
    Change vs previous 13F -74 shares

    0.16% of the 13F portfolio, value $4,751,783.

    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 18,800 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,577,351.

    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).