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Disclosery

Caprock Group, LLC: WFC position timeline

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

Caprock Group, LLC held 107,516 WFC 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 107,516 shares
    Change vs previous 13F +1,924 shares

    0.17% of the 13F portfolio, value $8,885,346.

    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 105,592 shares
    Change vs previous 13F -7,442 shares

    0.2% of the 13F portfolio, value $8,406,241.

    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 113,034 shares
    Change vs previous 13F -720 shares

    0.22% of the 13F portfolio, value $10,534,853.

    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 113,754 shares
    Change vs previous 13F +17,086 shares

    0.23% of the 13F portfolio, value $9,400,306.

    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 96,668 shares
    Change vs previous 13F +2,446 shares

    0.21% of the 13F portfolio, value $6,939,855.

    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 94,222 shares
    Change vs previous 13F +10,551 shares

    0.22% of the 13F portfolio, value $6,618,203.

    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 83,671 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,726,593.

    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).