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Disclosery

Caprock Group, LLC: HLI position timeline

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

Caprock Group, LLC held 2,461 HLI 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 2,461 shares
    Change vs previous 13F -1,061 shares

    0.01% of the 13F portfolio, value $330,202.

    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 3,522 shares
    Change vs previous 13F +781 shares

    0.01% of the 13F portfolio, value $505,945.

    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 2,741 shares
    Change vs previous 13F -1,183 shares

    0.01% of the 13F portfolio, value $477,504.

    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 3,924 shares
    Change vs previous 13F -568 shares

    0.02% of the 13F portfolio, value $782,012.

    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 4,492 shares
    Change vs previous 13F +98 shares

    0.02% of the 13F portfolio, value $725,584.

    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 4,394 shares
    Change vs previous 13F +16 shares

    0.02% of the 13F portfolio, value $763,201.

    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 4,378 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $691,938.

    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).