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Caprock Group, LLC: ESGV position timeline

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

Caprock Group, LLC held 139,946 ESGV 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 139,946 shares
    Change vs previous 13F +4,046 shares

    0.35% of the 13F portfolio, value $18,506,459.

    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 135,900 shares
    Change vs previous 13F -16,665 shares

    0.37% of the 13F portfolio, value $15,257,493.

    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 152,565 shares
    Change vs previous 13F -6,437 shares

    0.39% of the 13F portfolio, value $18,454,262.

    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 159,002 shares
    Change vs previous 13F +9,810 shares

    0.45% of the 13F portfolio, value $18,215,269.

    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 149,192 shares
    Change vs previous 13F +2,822 shares

    0.45% of the 13F portfolio, value $14,613,425.

    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 146,370 shares
    Change vs previous 13F -36,852 shares

    0.5% of the 13F portfolio, value $15,352,820.

    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 183,222 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $18,624,586.

    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).