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Caprock Group, LLC: B position timeline

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

Caprock Group, LLC held 116,196 B 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 116,196 shares
    Change vs previous 13F -3,754 shares

    0.08% of the 13F portfolio, value $4,267,885.

    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 119,950 shares
    Change vs previous 13F +2,598 shares

    0.12% of the 13F portfolio, value $4,892,761.

    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 117,352 shares
    Change vs previous 13F -1,731 shares

    0.11% of the 13F portfolio, value $5,110,680.

    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 119,083 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,189,070.

    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).