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Disclosery

Caprock Group, LLC: SHG position timeline

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

Caprock Group, LLC held 11,998 SHG 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 11,998 shares
    Change vs previous 13F +3,000 shares

    0.01% of the 13F portfolio, value $758,897.

    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 8,998 shares
    Change vs previous 13F +2,560 shares

    0.01% of the 13F portfolio, value $556,239.

    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 6,438 shares
    Change vs previous 13F +773 shares

    0.01% of the 13F portfolio, value $345,310.

    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 5,665 shares
    Change vs previous 13F -5,620 shares

    0.01% of the 13F portfolio, value $269,909.

    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 11,285 shares
    Change vs previous 13F -1,576 shares

    0.01% of the 13F portfolio, value $366,636.

    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 12,861 shares
    Change vs previous 13F +274 shares

    0.01% of the 13F portfolio, value $422,876.

    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 12,587 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $533,332.

    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).