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Disclosery

Caprock Group, LLC: MO position timeline

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

Caprock Group, LLC held 131,812 MO 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 131,812 shares
    Change vs previous 13F +5,635 shares

    0.18% of the 13F portfolio, value $9,623,323.

    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 126,177 shares
    Change vs previous 13F +666 shares

    0.21% of the 13F portfolio, value $8,460,665.

    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 125,511 shares
    Change vs previous 13F +8,648 shares

    0.16% of the 13F portfolio, value $7,370,654.

    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 116,863 shares
    Change vs previous 13F +11,807 shares

    0.19% of the 13F portfolio, value $7,854,428.

    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 105,056 shares
    Change vs previous 13F -1,628 shares

    0.2% of the 13F portfolio, value $6,409,553.

    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 106,684 shares
    Change vs previous 13F +10,899 shares

    0.19% of the 13F portfolio, value $5,683,838.

    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 95,785 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,991,566.

    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).