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Disclosery

Caprock Group, LLC: SMFG position timeline

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

Caprock Group, LLC held 149,157 SMFG 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 149,157 shares
    Change vs previous 13F +2,516 shares

    0.07% of the 13F portfolio, value $3,559,971.

    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 146,641 shares
    Change vs previous 13F -7,234 shares

    0.07% of the 13F portfolio, value $2,896,168.

    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 153,875 shares
    Change vs previous 13F +2,543 shares

    0.06% of the 13F portfolio, value $2,974,421.

    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 151,332 shares
    Change vs previous 13F -3,571 shares

    0.06% of the 13F portfolio, value $2,484,878.

    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 154,903 shares
    Change vs previous 13F +24,133 shares

    0.07% of the 13F portfolio, value $2,394,804.

    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 130,770 shares
    Change vs previous 13F +1,927 shares

    0.06% of the 13F portfolio, value $1,894,861.

    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 128,843 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,627,297.

    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).