Skip to content
Disclosery

Caprock Group, LLC: XLY position timeline

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

Caprock Group, LLC held 25,797 XLY 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 25,797 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $3,025,475.

    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 25,855 shares
    Change vs previous 13F -1,107 shares

    0.07% of the 13F portfolio, value $2,817,680.

    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 26,962 shares
    Change vs previous 13F +13,809 shares

    0.07% of the 13F portfolio, value $3,219,532.

    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 13,153 shares
    Change vs previous 13F -64 shares

    0.08% of the 13F portfolio, value $3,048,076.

    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 13,217 shares
    Change vs previous 13F -1,376 shares

    0.08% of the 13F portfolio, value $2,609,829.

    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 14,593 shares
    Change vs previous 13F +3,644 shares

    0.11% of the 13F portfolio, value $3,273,940.

    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 10,949 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,193,851.

    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).