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Disclosery

Caprock Group, LLC: CX position timeline

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

Caprock Group, LLC held 151,380 CX 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 151,380 shares
    Change vs previous 13F -3,680 shares

    0.03% of the 13F portfolio, value $1,816,564.

    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 155,060 shares
    Change vs previous 13F -14,771 shares

    0.04% of the 13F portfolio, value $1,773,893.

    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 169,831 shares
    Change vs previous 13F +74,656 shares

    0.04% of the 13F portfolio, value $1,951,359.

    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 95,175 shares
    Change vs previous 13F +47,857 shares

    0.02% of the 13F portfolio, value $865,141.

    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 47,318 shares
    Change vs previous 13F +29,592 shares

    0.01% of the 13F portfolio, value $265,454.

    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 17,726 shares
    Change vs previous 13F -2,749 shares

    <0.01% of the 13F portfolio, value $99,975.

    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 20,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $124,898.

    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).