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Caprock Group, LLC: AEG position timeline

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

Caprock Group, LLC held 75,890 AEG 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 75,890 shares
    Change vs previous 13F +10,240 shares

    0.01% of the 13F portfolio, value $658,599.

    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 65,650 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $476,619.

    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 66,030 shares
    Change vs previous 13F +9,895 shares

    0.01% of the 13F portfolio, value $509,091.

    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 56,135 shares
    Change vs previous 13F +10,675 shares

    0.01% of the 13F portfolio, value $437,292.

    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 45,460 shares
    Change vs previous 13F +5,992 shares

    0.01% of the 13F portfolio, value $299,581.

    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 39,468 shares
    Change vs previous 13F -1,822 shares

    0.01% of the 13F portfolio, value $232,467.

    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 41,290 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $263,843.

    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).