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Disclosery

Caprock Group, LLC: IP position timeline

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

Caprock Group, LLC held 40,245 IP 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 40,245 shares
    Change vs previous 13F -18,266 shares

    0.03% of the 13F portfolio, value $1,533,366.

    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 58,511 shares
    Change vs previous 13F +8,788 shares

    0.05% of the 13F portfolio, value $2,088,855.

    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 49,723 shares
    Change vs previous 13F +3,228 shares

    0.04% of the 13F portfolio, value $1,958,602.

    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 46,495 shares
    Change vs previous 13F -37,813 shares

    0.06% of the 13F portfolio, value $2,339,537.

    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 84,308 shares
    Change vs previous 13F -4,952 shares

    0.14% of the 13F portfolio, value $4,497,850.

    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 89,260 shares
    Change vs previous 13F -10,072 shares

    0.16% of the 13F portfolio, value $4,803,991.

    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 99,332 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,852,385.

    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).