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Caprock Group, LLC: CB position timeline

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

Caprock Group, LLC held 11,882 CB 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 11,882 shares
    Change vs previous 13F -1,223 shares

    0.08% of the 13F portfolio, value $4,061,283.

    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 13,105 shares
    Change vs previous 13F -238 shares

    0.1% of the 13F portfolio, value $4,284,799.

    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 13,343 shares
    Change vs previous 13F +1,990 shares

    0.09% of the 13F portfolio, value $4,177,141.

    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 11,353 shares
    Change vs previous 13F +32 shares

    0.08% of the 13F portfolio, value $3,122,964.

    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 11,321 shares
    Change vs previous 13F -33 shares

    0.1% of the 13F portfolio, value $3,429,540.

    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 11,354 shares
    Change vs previous 13F +166 shares

    0.1% of the 13F portfolio, value $3,147,541.

    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 11,188 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,236,810.

    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).