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Disclosery

Caprock Group, LLC: SPGI position timeline

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

Caprock Group, LLC held 11,138 SPGI 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 11,138 shares
    Change vs previous 13F -2,423 shares

    0.09% of the 13F portfolio, value $4,535,556.

    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 13,561 shares
    Change vs previous 13F -3,543 shares

    0.14% of the 13F portfolio, value $5,768,417.

    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 17,104 shares
    Change vs previous 13F +991 shares

    0.19% of the 13F portfolio, value $8,938,640.

    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 16,113 shares
    Change vs previous 13F +324 shares

    0.22% of the 13F portfolio, value $8,852,950.

    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 15,789 shares
    Change vs previous 13F +3,020 shares

    0.24% of the 13F portfolio, value $8,022,562.

    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 12,769 shares
    Change vs previous 13F +714 shares

    0.21% of the 13F portfolio, value $6,359,348.

    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 12,055 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,228,370.

    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).