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Disclosery

Caprock Group, LLC: AU position timeline

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

Caprock Group, LLC held 66,716 AU 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 66,716 shares
    Change vs previous 13F -2,103 shares

    0.1% of the 13F portfolio, value $5,396,706.

    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 68,819 shares
    Change vs previous 13F +3,113 shares

    0.16% of the 13F portfolio, value $6,700,274.

    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 65,706 shares
    Change vs previous 13F +12,694 shares

    0.12% of the 13F portfolio, value $5,603,424.

    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 53,012 shares
    Change vs previous 13F -1,005 shares

    0.07% of the 13F portfolio, value $3,006,606.

    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 54,017 shares
    Change vs previous 13F -2,746 shares

    0.06% of the 13F portfolio, value $2,005,111.

    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 56,763 shares
    Change vs previous 13F -82 shares

    0.04% of the 13F portfolio, value $1,310,113.

    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 56,845 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,513,782.

    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).