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Disclosery

INCEPTIONR LLC: SCHW position timeline

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

INCEPTIONR LLC held 16,051 SCHW 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 16,051 shares
    Change vs previous 13F +7,693 shares

    0.36% of the 13F portfolio, value $1,481,026.

    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 8,358 shares
    Change vs previous 13F +8,358 shares

    0.19% of the 13F portfolio, value $785,485.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -15,543 shares

    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).

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

  4. period ended2024-12-31
    13F 15,543 shares
    Change vs previous 13F +11,806 shares

    0.26% of the 13F portfolio, value $1,150,337.

    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).

  5. period ended2024-09-30
    13F 3,737 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $242,195.

    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).