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Disclosery

Caprock Group, LLC: XLF position timeline

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

Caprock Group, LLC held 57,662 XLF 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 57,662 shares
    Change vs previous 13F +1,135 shares

    0.06% of the 13F portfolio, value $3,091,260.

    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 56,527 shares
    Change vs previous 13F -116 shares

    0.07% of the 13F portfolio, value $2,790,738.

    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 56,643 shares
    Change vs previous 13F +1,835 shares

    0.07% of the 13F portfolio, value $3,102,337.

    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 54,808 shares
    Change vs previous 13F -3,286 shares

    0.07% of the 13F portfolio, value $2,959,084.

    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 58,094 shares
    Change vs previous 13F +25,544 shares

    0.09% of the 13F portfolio, value $2,893,662.

    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 32,550 shares
    Change vs previous 13F +20,389 shares

    0.05% of the 13F portfolio, value $1,573,178.

    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 12,161 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $551,161.

    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).