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Caprock Group, LLC: KGC position timeline

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

Caprock Group, LLC held 137,098 KGC 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 137,098 shares
    Change vs previous 13F +896 shares

    0.06% of the 13F portfolio, value $3,238,255.

    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 136,202 shares
    Change vs previous 13F -3,655 shares

    0.1% of the 13F portfolio, value $4,156,885.

    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 139,857 shares
    Change vs previous 13F +2,963 shares

    0.08% of the 13F portfolio, value $3,938,373.

    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 136,894 shares
    Change vs previous 13F +4,313 shares

    0.07% of the 13F portfolio, value $2,865,198.

    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 132,581 shares
    Change vs previous 13F +22,059 shares

    0.05% of the 13F portfolio, value $1,671,859.

    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 110,522 shares
    Change vs previous 13F +13,698 shares

    0.03% of the 13F portfolio, value $1,024,539.

    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 96,824 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $906,273.

    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).