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Disclosery

Caprock Group, LLC: HL position timeline

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

Caprock Group, LLC held 266,848 HL 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 266,848 shares
    Change vs previous 13F -4,351 shares

    0.08% of the 13F portfolio, value $4,117,465.

    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 271,199 shares
    Change vs previous 13F -48,452 shares

    0.12% of the 13F portfolio, value $5,052,437.

    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 319,651 shares
    Change vs previous 13F +203,351 shares

    0.13% of the 13F portfolio, value $6,134,103.

    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 116,300 shares
    Change vs previous 13F -5,167 shares

    0.02% of the 13F portfolio, value $990,153.

    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 121,467 shares
    Change vs previous 13F +3,782 shares

    0.02% of the 13F portfolio, value $675,357.

    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 117,685 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $577,833.

    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 117,741 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $785,332.

    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).