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Disclosery

Caprock Group, LLC: ATO position timeline

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

Caprock Group, LLC held 2,019 ATO 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 2,019 shares
    Change vs previous 13F +827 shares

    0.01% of the 13F portfolio, value $347,823.

    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 1,192 shares
    Change vs previous 13F -2,594 shares

    0.01% of the 13F portfolio, value $220,186.

    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 3,786 shares
    Change vs previous 13F -2,702 shares

    0.01% of the 13F portfolio, value $634,647.

    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 6,488 shares
    Change vs previous 13F +3,584 shares

    0.03% of the 13F portfolio, value $1,083,872.

    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 2,904 shares
    Change vs previous 13F +181 shares

    0.01% of the 13F portfolio, value $448,900.

    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 2,723 shares
    Change vs previous 13F -229 shares

    0.01% of the 13F portfolio, value $379,232.

    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 2,952 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $409,472.

    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).