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Disclosery

Caprock Group, LLC: S position timeline

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

Caprock Group, LLC held 7,734,562 S 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 7,734,562 shares
    Change vs previous 13F -6,810 shares

    2.52% of the 13F portfolio, value $131,255,517.

    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 7,741,372 shares
    Change vs previous 13F -8,074 shares

    2.42% of the 13F portfolio, value $99,708,871.

    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 7,749,446 shares
    Change vs previous 13F +7,423,177 shares

    2.46% of the 13F portfolio, value $116,241,690.

    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 326,269 shares
    Change vs previous 13F -17,107 shares

    0.15% of the 13F portfolio, value $6,153,433.

    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 343,376 shares
    Change vs previous 13F +46,027 shares

    0.19% of the 13F portfolio, value $6,242,576.

    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 297,349 shares
    Change vs previous 13F -17,522 shares

    0.22% of the 13F portfolio, value $6,601,148.

    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 314,871 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,531,714.

    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).