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Disclosery

Caprock Group, LLC: IBM position timeline

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

Caprock Group, LLC held 23,961 IBM 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 23,961 shares
    Change vs previous 13F +975 shares

    0.13% of the 13F portfolio, value $6,738,412.

    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 22,986 shares
    Change vs previous 13F -921 shares

    0.14% of the 13F portfolio, value $5,571,586.

    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 23,907 shares
    Change vs previous 13F +834 shares

    0.15% of the 13F portfolio, value $7,081,685.

    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 23,073 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $5,661,545.

    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 23,192 shares
    Change vs previous 13F -546 shares

    0.18% of the 13F portfolio, value $5,767,159.

    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 23,738 shares
    Change vs previous 13F +526 shares

    0.17% of the 13F portfolio, value $5,218,449.

    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 23,212 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,131,712.

    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).