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Disclosery

Caprock Group, LLC: WF position timeline

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

Caprock Group, LLC held 18,015 WF 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 18,015 shares
    Change vs previous 13F +6,647 shares

    0.02% of the 13F portfolio, value $1,034,099.

    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 11,368 shares
    Change vs previous 13F -3,065 shares

    0.02% of the 13F portfolio, value $774,036.

    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 14,433 shares
    Change vs previous 13F +2,726 shares

    0.02% of the 13F portfolio, value $848,516.

    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 11,707 shares
    Change vs previous 13F +1,227 shares

    0.02% of the 13F portfolio, value $634,514.

    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 10,480 shares
    Change vs previous 13F -4,745 shares

    0.01% of the 13F portfolio, value $364,371.

    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 15,225 shares
    Change vs previous 13F +464 shares

    0.02% of the 13F portfolio, value $475,781.

    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 14,761 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $527,411.

    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).