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Disclosery

Caprock Group, LLC: IWV position timeline

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

Caprock Group, LLC held 119,191 IWV 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 119,191 shares
    Change vs previous 13F -1,535 shares

    0.97% of the 13F portfolio, value $50,823,238.

    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 120,726 shares
    Change vs previous 13F -4,526 shares

    1.09% of the 13F portfolio, value $44,750,862.

    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 125,252 shares
    Change vs previous 13F -1,624 shares

    1.02% of the 13F portfolio, value $48,453,871.

    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 126,876 shares
    Change vs previous 13F +16,360 shares

    1.15% of the 13F portfolio, value $46,597,827.

    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 110,516 shares
    Change vs previous 13F +4,818 shares

    1.07% of the 13F portfolio, value $35,104,349.

    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 105,698 shares
    Change vs previous 13F -220 shares

    1.15% of the 13F portfolio, value $35,329,583.

    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 105,918 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $34,606,589.

    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).