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Disclosery

Caprock Group, LLC: WSM position timeline

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

Caprock Group, LLC held 11,219 WSM 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 11,219 shares
    Change vs previous 13F -112 shares

    0.05% of the 13F portfolio, value $2,615,370.

    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 11,331 shares
    Change vs previous 13F -2,027 shares

    0.05% of the 13F portfolio, value $2,066,154.

    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 13,358 shares
    Change vs previous 13F +4,059 shares

    0.05% of the 13F portfolio, value $2,385,775.

    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 9,299 shares
    Change vs previous 13F -5,996 shares

    0.04% of the 13F portfolio, value $1,750,157.

    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 15,295 shares
    Change vs previous 13F +6,282 shares

    0.07% of the 13F portfolio, value $2,418,177.

    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 9,013 shares
    Change vs previous 13F +310 shares

    0.05% of the 13F portfolio, value $1,669,060.

    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 8,703 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,348,285.

    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).