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Caprock Group, LLC: HWM position timeline

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

Caprock Group, LLC held 17,192 HWM 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 17,192 shares
    Change vs previous 13F +367 shares

    0.09% of the 13F portfolio, value $4,622,243.

    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 16,825 shares
    Change vs previous 13F -513 shares

    0.09% of the 13F portfolio, value $3,877,589.

    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 17,338 shares
    Change vs previous 13F +2,061 shares

    0.08% of the 13F portfolio, value $3,554,637.

    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 15,277 shares
    Change vs previous 13F +529 shares

    0.07% of the 13F portfolio, value $2,659,900.

    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 14,748 shares
    Change vs previous 13F +3,678 shares

    0.06% of the 13F portfolio, value $1,913,288.

    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 11,070 shares
    Change vs previous 13F -109 shares

    0.04% of the 13F portfolio, value $1,210,737.

    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 11,179 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,120,794.

    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).