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Disclosery

Caprock Group, LLC: ZION position timeline

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

Caprock Group, LLC held 38,623 ZION 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 38,623 shares
    Change vs previous 13F +678 shares

    0.05% of the 13F portfolio, value $2,672,342.

    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 37,945 shares
    Change vs previous 13F -4,619 shares

    0.05% of the 13F portfolio, value $2,186,405.

    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 42,564 shares
    Change vs previous 13F +11,105 shares

    0.05% of the 13F portfolio, value $2,491,711.

    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 31,459 shares
    Change vs previous 13F +13,828 shares

    0.04% of the 13F portfolio, value $1,824,951.

    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 17,631 shares
    Change vs previous 13F +10,074 shares

    0.03% of the 13F portfolio, value $879,106.

    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 7,557 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $409,972.

    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 7,389 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $348,933.

    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).