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Caprock Group, LLC: BRK-B position timeline

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

Caprock Group, LLC held 72,163 BRK-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 72,163 shares
    Change vs previous 13F +2,069 shares

    0.69% of the 13F portfolio, value $36,109,826.

    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 70,094 shares
    Change vs previous 13F +1,127 shares

    0.82% of the 13F portfolio, value $33,589,458.

    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 68,967 shares
    Change vs previous 13F +4,270 shares

    0.73% of the 13F portfolio, value $34,666,556.

    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 64,697 shares
    Change vs previous 13F +1,650 shares

    0.8% of the 13F portfolio, value $32,541,674.

    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 63,047 shares
    Change vs previous 13F +3,141 shares

    1.02% of the 13F portfolio, value $33,577,588.

    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 59,906 shares
    Change vs previous 13F +623 shares

    0.89% of the 13F portfolio, value $27,154,391.

    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 59,283 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $27,285,688.

    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).