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Disclosery

Caprock Group, LLC: XLV position timeline

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

Caprock Group, LLC held 9,921 XLV 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 9,921 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $1,574,066.

    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 10,104 shares
    Change vs previous 13F -237 shares

    0.04% of the 13F portfolio, value $1,481,347.

    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 10,341 shares
    Change vs previous 13F +508 shares

    0.03% of the 13F portfolio, value $1,600,787.

    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 9,833 shares
    Change vs previous 13F -3,406 shares

    0.03% of the 13F portfolio, value $1,351,349.

    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 13,239 shares
    Change vs previous 13F -150 shares

    0.06% of the 13F portfolio, value $1,933,026.

    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 13,389 shares
    Change vs previous 13F -358 shares

    0.06% of the 13F portfolio, value $1,841,925.

    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 13,747 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,117,313.

    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).