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Disclosery

Caprock Group, LLC: XLP position timeline

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

Caprock Group, LLC held 14,303 XLP 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 14,303 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $1,188,150.

    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 14,335 shares
    Change vs previous 13F -711 shares

    0.03% of the 13F portfolio, value $1,175,183.

    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 15,046 shares
    Change vs previous 13F -183 shares

    0.02% of the 13F portfolio, value $1,168,773.

    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 15,229 shares
    Change vs previous 13F -393 shares

    0.03% of the 13F portfolio, value $1,230,199.

    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 15,622 shares
    Change vs previous 13F -301 shares

    0.04% of the 13F portfolio, value $1,275,849.

    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 15,923 shares
    Change vs previous 13F +5,449 shares

    0.04% of the 13F portfolio, value $1,251,707.

    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 10,474 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $869,342.

    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).