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Disclosery

Caprock Group, LLC: BMO position timeline

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

Caprock Group, LLC held 6,088 BMO 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 6,088 shares
    Change vs previous 13F -61 shares

    0.02% of the 13F portfolio, value $1,075,755.

    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 6,149 shares
    Change vs previous 13F +1,328 shares

    0.02% of the 13F portfolio, value $832,330.

    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 4,821 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $625,836.

    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 4,764 shares
    Change vs previous 13F +805 shares

    0.01% of the 13F portfolio, value $576,555.

    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 3,959 shares
    Change vs previous 13F +774 shares

    0.01% of the 13F portfolio, value $378,212.

    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 3,185 shares
    Change vs previous 13F +139 shares

    0.01% of the 13F portfolio, value $309,186.

    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 3,046 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $274,825.

    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).