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Disclosery

Caprock Group, LLC: HEI position timeline

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

Caprock Group, LLC held 3,440 HEI 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 3,440 shares
    Change vs previous 13F +2,178 shares

    0.02% of the 13F portfolio, value $1,225,390.

    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 1,262 shares
    Change vs previous 13F -4,162 shares

    0.01% of the 13F portfolio, value $346,203.

    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 5,424 shares
    Change vs previous 13F +1,556 shares

    0.04% of the 13F portfolio, value $1,755,192.

    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 3,868 shares
    Change vs previous 13F +2,801 shares

    0.03% of the 13F portfolio, value $1,206,945.

    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 1,067 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $285,335.

    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 1,217 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $289,330.

    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 1,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $351,168.

    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).