Skip to content
Disclosery

Caprock Group, LLC: URI position timeline

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

Caprock Group, LLC held 5,541 URI 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 5,541 shares
    Change vs previous 13F -231 shares

    0.12% of the 13F portfolio, value $6,278,212.

    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 5,772 shares
    Change vs previous 13F -904 shares

    0.1% of the 13F portfolio, value $4,205,602.

    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 6,676 shares
    Change vs previous 13F +848 shares

    0.11% of the 13F portfolio, value $5,403,450.

    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 5,828 shares
    Change vs previous 13F +442 shares

    0.14% of the 13F portfolio, value $5,573,722.

    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 5,386 shares
    Change vs previous 13F +794 shares

    0.1% of the 13F portfolio, value $3,375,790.

    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 4,592 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $3,235,203.

    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 4,507 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,649,930.

    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).