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Disclosery

Caprock Group, LLC: UAL position timeline

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

Caprock Group, LLC held 27,592 UAL 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 27,592 shares
    Change vs previous 13F -2,023 shares

    0.07% of the 13F portfolio, value $3,752,270.

    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 29,615 shares
    Change vs previous 13F -10,306 shares

    0.07% of the 13F portfolio, value $2,726,741.

    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 39,921 shares
    Change vs previous 13F +13,205 shares

    0.09% of the 13F portfolio, value $4,463,994.

    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 26,716 shares
    Change vs previous 13F +15,041 shares

    0.07% of the 13F portfolio, value $2,805,206.

    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 11,675 shares
    Change vs previous 13F +9,342 shares

    0.02% of the 13F portfolio, value $806,159.

    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 2,333 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,534.

    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).