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Disclosery

Caprock Group, LLC: FINV position timeline

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

Caprock Group, LLC held 15,051 FINV 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 15,051 shares
    Change vs previous 13F -44,238 shares

    <0.01% of the 13F portfolio, value $72,094.

    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 59,289 shares
    Change vs previous 13F -18,700 shares

    0.01% of the 13F portfolio, value $283,994.

    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 77,989 shares
    Change vs previous 13F -105,585 shares

    0.01% of the 13F portfolio, value $407,883.

    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 183,574 shares
    Change vs previous 13F -17,049 shares

    0.04% of the 13F portfolio, value $1,514,486.

    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 200,623 shares
    Change vs previous 13F +39,128 shares

    0.06% of the 13F portfolio, value $1,931,999.

    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 161,495 shares
    Change vs previous 13F +33,905 shares

    0.04% of the 13F portfolio, value $1,096,551.

    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 127,590 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $788,506.

    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).