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Disclosery

Caprock Group, LLC: SU position timeline

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

Caprock Group, LLC held 74,127 SU 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 74,127 shares
    Change vs previous 13F +39,517 shares

    0.08% of the 13F portfolio, value $3,979,156.

    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 34,610 shares
    Change vs previous 13F +1,146 shares

    0.06% of the 13F portfolio, value $2,288,086.

    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 33,464 shares
    Change vs previous 13F +5,232 shares

    0.03% of the 13F portfolio, value $1,484,475.

    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 28,232 shares
    Change vs previous 13F -667 shares

    0.03% of the 13F portfolio, value $1,165,993.

    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 28,899 shares
    Change vs previous 13F -396 shares

    0.03% of the 13F portfolio, value $1,119,007.

    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 29,295 shares
    Change vs previous 13F +1,501 shares

    0.03% of the 13F portfolio, value $1,045,279.

    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 27,794 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,026,168.

    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).