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Disclosery

Caprock Group, LLC: AEM position timeline

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

Caprock Group, LLC held 112,171 AEM 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 112,171 shares
    Change vs previous 13F -15,283 shares

    0.33% of the 13F portfolio, value $17,401,098.

    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 127,454 shares
    Change vs previous 13F -9,904 shares

    0.63% of the 13F portfolio, value $25,870,642.

    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 137,358 shares
    Change vs previous 13F -2,617 shares

    0.49% of the 13F portfolio, value $23,286,307.

    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 139,975 shares
    Change vs previous 13F +3,423 shares

    0.5% of the 13F portfolio, value $20,180,244.

    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 136,552 shares
    Change vs previous 13F -1,255 shares

    0.45% of the 13F portfolio, value $14,803,694.

    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 137,807 shares
    Change vs previous 13F +838 shares

    0.35% of the 13F portfolio, value $10,777,897.

    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 136,969 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,034,297.

    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).