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Caprock Group, LLC: ACN position timeline

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

Caprock Group, LLC held 96,550 ACN 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 96,550 shares
    Change vs previous 13F +9,692 shares

    0.23% of the 13F portfolio, value $12,014,794.

    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 86,858 shares
    Change vs previous 13F -11,128 shares

    0.42% of the 13F portfolio, value $17,223,087.

    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 97,986 shares
    Change vs previous 13F -1,136 shares

    0.56% of the 13F portfolio, value $26,289,827.

    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 99,122 shares
    Change vs previous 13F -400 shares

    0.63% of the 13F portfolio, value $25,768,950.

    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 99,522 shares
    Change vs previous 13F +1,080 shares

    0.95% of the 13F portfolio, value $31,054,867.

    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 98,442 shares
    Change vs previous 13F +1,383 shares

    1.13% of the 13F portfolio, value $34,631,176.

    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 97,059 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $34,308,625.

    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).