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Disclosery

INCEPTIONR LLC: APAM position timeline

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

INCEPTIONR LLC held 25,304 APAM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,304 shares
    Change vs previous 13F +10,567 shares

    0.21% of the 13F portfolio, value $873,747.

    13F-HR 0002085853-26-000978 filed by INCEPTIONR 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 14,737 shares
    Change vs previous 13F +14,737 shares

    0.13% of the 13F portfolio, value $536,279.

    13F-HR 0002085853-26-000593 filed by INCEPTIONR LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,425 shares

    13F-HR 0001667731-25-001097 filed by INCEPTIONR LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 15,425 shares
    Change vs previous 13F +8,747 shares

    0.18% of the 13F portfolio, value $603,118.

    13F-HR 0001667731-25-000611 filed by INCEPTIONR LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 6,678 shares
    Change vs previous 13F -10,804 shares

    0.06% of the 13F portfolio, value $287,488.

    13F-HR 0001667731-25-000215 filed by INCEPTIONR LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 17,482 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $757,320.

    13F-HR 0001821561-24-000008 filed by INCEPTIONR LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).