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Caprock Group, LLC: WDS position timeline

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

Caprock Group, LLC held 19,146 WDS 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 19,146 shares
    Change vs previous 13F -2,781 shares

    0.01% of the 13F portfolio, value $369,901.

    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 21,927 shares
    Change vs previous 13F +2,947 shares

    0.01% of the 13F portfolio, value $523,617.

    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 18,980 shares
    Change vs previous 13F -5,685 shares

    0.01% of the 13F portfolio, value $295,898.

    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 24,665 shares
    Change vs previous 13F +7,566 shares

    0.01% of the 13F portfolio, value $436,392.

    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 17,099 shares
    Change vs previous 13F -9,158 shares

    0.01% of the 13F portfolio, value $256,294.

    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 26,257 shares
    Change vs previous 13F +7,715 shares

    0.01% of the 13F portfolio, value $409,609.

    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 18,542 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $332,101.

    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).