Caprock Group, LLC: CFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on CFG, newest first. How the timeline and the estimate are built.
Caprock Group, LLC held 30,479 CFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 30,479 sharesChange vs previous 13F +1,684 shares
0.04% of the 13F portfolio, value $2,135,682.
13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,795 sharesChange vs previous 13F +2,301 shares
0.04% of the 13F portfolio, value $1,726,888.
13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,494 sharesChange vs previous 13F +1,065 shares
0.03% of the 13F portfolio, value $1,547,515.
13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,429 sharesChange vs previous 13F -7,880 shares
0.03% of the 13F portfolio, value $1,329,464.
13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,309 sharesChange vs previous 13F +4,369 shares
0.04% of the 13F portfolio, value $1,364,704.
13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,940 sharesChange vs previous 13F +28,940 shares
0.04% of the 13F portfolio, value $1,266,422.
13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.