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Disclosery

Caprock Group, LLC: SJM position timeline

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

Caprock Group, LLC held 3,039 SJM 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 3,039 shares
    Change vs previous 13F -6,297 shares

    0.01% of the 13F portfolio, value $341,888.

    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 ended2025-03-31
    13F 9,336 shares
    Change vs previous 13F +5,023 shares

    0.03% of the 13F portfolio, value $1,105,476.

    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).

  3. period ended2024-12-31
    13F 4,313 shares
    Change vs previous 13F -1,084 shares

    0.02% of the 13F portfolio, value $475,058.

    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).

  4. period ended2024-09-30
    13F 5,397 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $653,577.

    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).