Skip to content
Disclosery

Caprock Group, LLC: HESM position timeline

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

Caprock Group, LLC held 12,315 HESM 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 12,315 shares
    Change vs previous 13F -169 shares

    0.01% of the 13F portfolio, value $463,044.

    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 12,484 shares
    Change vs previous 13F -2,067 shares

    0.01% of the 13F portfolio, value $485,253.

    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 14,551 shares
    Change vs previous 13F -5,467 shares

    0.01% of the 13F portfolio, value $502,010.

    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 20,018 shares
    Change vs previous 13F +8,743 shares

    0.02% of the 13F portfolio, value $824,742.

    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 11,275 shares
    Change vs previous 13F +2,522 shares

    0.01% of the 13F portfolio, value $476,820.

    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 8,753 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $324,124.

    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).