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Disclosery

Caprock Group, LLC: IWF position timeline

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

Caprock Group, LLC held 75,225 IWF 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 75,225 shares
    Change vs previous 13F +56,991 shares

    0.18% of the 13F portfolio, value $9,340,732.

    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 18,234 shares
    Change vs previous 13F +1,230 shares

    0.19% of the 13F portfolio, value $7,775,166.

    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 17,004 shares
    Change vs previous 13F -35 shares

    0.17% of the 13F portfolio, value $8,048,079.

    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 17,039 shares
    Change vs previous 13F -559 shares

    0.19% of the 13F portfolio, value $7,592,847.

    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 17,598 shares
    Change vs previous 13F +4,356 shares

    0.19% of the 13F portfolio, value $6,354,533.

    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 13,242 shares
    Change vs previous 13F +26 shares

    0.17% of the 13F portfolio, value $5,317,997.

    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 13,216 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,961,111.

    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).