Skip to content
Disclosery

Caprock Group, LLC: IMO position timeline

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

Caprock Group, LLC held 16,151 IMO 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 16,151 shares
    Change vs previous 13F +385 shares

    0.03% of the 13F portfolio, value $1,819,114.

    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 15,766 shares
    Change vs previous 13F -590 shares

    0.05% of the 13F portfolio, value $2,072,234.

    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 16,356 shares
    Change vs previous 13F -4,044 shares

    0.03% of the 13F portfolio, value $1,420,656.

    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 20,400 shares
    Change vs previous 13F +3,897 shares

    0.05% of the 13F portfolio, value $1,851,912.

    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 16,503 shares
    Change vs previous 13F +1,168 shares

    0.04% of the 13F portfolio, value $1,201,227.

    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 15,335 shares
    Change vs previous 13F +3,709 shares

    0.03% of the 13F portfolio, value $949,951.

    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 11,626 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $823,810.

    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).