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Disclosery

Caprock Group, LLC: UNH position timeline

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

Caprock Group, LLC held 26,856 UNH 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 26,856 shares
    Change vs previous 13F +4,906 shares

    0.21% of the 13F portfolio, value $11,162,381.

    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 21,950 shares
    Change vs previous 13F -4,491 shares

    0.14% of the 13F portfolio, value $5,939,653.

    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 26,441 shares
    Change vs previous 13F +4,078 shares

    0.18% of the 13F portfolio, value $8,728,736.

    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 22,363 shares
    Change vs previous 13F -179 shares

    0.17% of the 13F portfolio, value $6,929,694.

    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 22,542 shares
    Change vs previous 13F +301 shares

    0.36% of the 13F portfolio, value $11,806,667.

    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 22,241 shares
    Change vs previous 13F -53 shares

    0.37% of the 13F portfolio, value $11,250,931.

    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 22,294 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $13,035,113.

    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).