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Disclosery

Caprock Group, LLC: SMR position timeline

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

Caprock Group, LLC held 103,998 SMR 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 103,998 shares
    Change vs previous 13F +8,227 shares

    0.02% of the 13F portfolio, value $1,043,107.

    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 95,771 shares
    Change vs previous 13F +22,254 shares

    0.03% of the 13F portfolio, value $1,038,165.

    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 73,517 shares
    Change vs previous 13F +340 shares

    0.02% of the 13F portfolio, value $1,041,746.

    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 73,177 shares
    Change vs previous 13F -95 shares

    0.06% of the 13F portfolio, value $2,535,608.

    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 73,272 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,037,542.

    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 73,272 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,313,780.

    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).