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Disclosery

Caprock Group, LLC: NVS position timeline

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

Caprock Group, LLC held 39,351 NVS 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 39,351 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $6,167,195.

    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 39,296 shares
    Change vs previous 13F +1,549 shares

    0.15% of the 13F portfolio, value $6,002,567.

    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 37,747 shares
    Change vs previous 13F +3,251 shares

    0.11% of the 13F portfolio, value $5,204,311.

    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 34,496 shares
    Change vs previous 13F +4,670 shares

    0.11% of the 13F portfolio, value $4,365,590.

    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 29,826 shares
    Change vs previous 13F +1,407 shares

    0.1% of the 13F portfolio, value $3,434,469.

    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 28,419 shares
    Change vs previous 13F -2,566 shares

    0.09% of the 13F portfolio, value $2,765,497.

    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 30,985 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,563,947.

    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).