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Caprock Group, LLC: WB position timeline

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

Caprock Group, LLC held 62,572 WB 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 62,572 shares
    Change vs previous 13F -33,189 shares

    0.01% of the 13F portfolio, value $454,273.

    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 95,761 shares
    Change vs previous 13F +6,805 shares

    0.02% of the 13F portfolio, value $837,909.

    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 88,956 shares
    Change vs previous 13F +35,624 shares

    0.02% of the 13F portfolio, value $909,131.

    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 53,332 shares
    Change vs previous 13F +1,349 shares

    0.02% of the 13F portfolio, value $611,185.

    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 51,983 shares
    Change vs previous 13F +28,046 shares

    0.02% of the 13F portfolio, value $492,279.

    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 23,937 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,598.

    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).