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Disclosery

Caprock Group, LLC: KB position timeline

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

Caprock Group, LLC held 21,878 KB 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 21,878 shares
    Change vs previous 13F +4,109 shares

    0.04% of the 13F portfolio, value $2,296,349.

    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 17,769 shares
    Change vs previous 13F -477 shares

    0.04% of the 13F portfolio, value $1,790,195.

    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 18,246 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $1,569,929.

    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 17,745 shares
    Change vs previous 13F -149 shares

    0.03% of the 13F portfolio, value $1,395,930.

    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 17,894 shares
    Change vs previous 13F +41 shares

    0.03% of the 13F portfolio, value $978,111.

    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 17,853 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $1,015,858.

    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 18,078 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,116,340.

    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).