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Disclosery

Caprock Group, LLC: EQH position timeline

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

Caprock Group, LLC held 34,873 EQH 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 34,873 shares
    Change vs previous 13F +34,873 shares

    0.03% of the 13F portfolio, value $1,530,249.

    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 0 shares
    Change vs previous 13F -41,285 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 41,285 shares
    Change vs previous 13F -306 shares

    0.04% of the 13F portfolio, value $1,967,254.

    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 41,591 shares
    Change vs previous 13F -731 shares

    0.05% of the 13F portfolio, value $2,215,163.

    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 42,322 shares
    Change vs previous 13F -7,437 shares

    0.07% of the 13F portfolio, value $2,204,579.

    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 49,759 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,347,156.

    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).