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Disclosery

Caprock Group, LLC: BWA position timeline

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

Caprock Group, LLC held 29,855 BWA 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 29,855 shares
    Change vs previous 13F +4,070 shares

    0.04% of the 13F portfolio, value $1,982,435.

    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 25,785 shares
    Change vs previous 13F +3,816 shares

    0.03% of the 13F portfolio, value $1,399,139.

    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 21,969 shares
    Change vs previous 13F -7,116 shares

    0.02% of the 13F portfolio, value $989,954.

    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 29,085 shares
    Change vs previous 13F +16,146 shares

    0.03% of the 13F portfolio, value $1,243,703.

    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 12,939 shares
    Change vs previous 13F -180 shares

    0.01% of the 13F portfolio, value $370,721.

    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 13,119 shares
    Change vs previous 13F -1,409 shares

    0.01% of the 13F portfolio, value $417,074.

    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 14,528 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $527,245.

    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).