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Disclosery

Caprock Group, LLC: WELL position timeline

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

Caprock Group, LLC held 14,624 WELL 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 14,624 shares
    Change vs previous 13F +3,464 shares

    0.06% of the 13F portfolio, value $3,319,305.

    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 11,160 shares
    Change vs previous 13F -3,985 shares

    0.05% of the 13F portfolio, value $2,206,521.

    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 15,145 shares
    Change vs previous 13F -1,803 shares

    0.06% of the 13F portfolio, value $2,811,116.

    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 16,948 shares
    Change vs previous 13F +6,749 shares

    0.07% of the 13F portfolio, value $2,852,052.

    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 10,199 shares
    Change vs previous 13F +827 shares

    0.05% of the 13F portfolio, value $1,562,614.

    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 9,372 shares
    Change vs previous 13F +843 shares

    0.04% of the 13F portfolio, value $1,181,174.

    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 8,529 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,091,984.

    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).