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Caprock Group, LLC: MSM position timeline

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

Caprock Group, LLC held 12,743 MSM 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 12,743 shares
    Change vs previous 13F +1,487 shares

    0.03% of the 13F portfolio, value $1,515,780.

    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 11,256 shares
    Change vs previous 13F -10,550 shares

    0.03% of the 13F portfolio, value $1,038,591.

    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 21,806 shares
    Change vs previous 13F +3,051 shares

    0.04% of the 13F portfolio, value $1,833,885.

    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 18,755 shares
    Change vs previous 13F +11,595 shares

    0.04% of the 13F portfolio, value $1,692,264.

    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 7,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $556,117.

    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).