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Caprock Group, LLC: DDWM position timeline

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

Caprock Group, LLC held 57,326 DDWM 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 57,326 shares
    Change vs previous 13F +770 shares

    0.05% of the 13F portfolio, value $2,647,345.

    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 56,556 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $2,494,697.

    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 56,413 shares
    Change vs previous 13F +506 shares

    0.05% of the 13F portfolio, value $2,456,252.

    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 55,907 shares
    Change vs previous 13F -415 shares

    0.06% of the 13F portfolio, value $2,307,296.

    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 56,322 shares
    Change vs previous 13F +178 shares

    0.06% of the 13F portfolio, value $2,072,100.

    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 56,144 shares
    Change vs previous 13F +344 shares

    0.06% of the 13F portfolio, value $1,930,847.

    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 55,800 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,001,009.

    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).