Ownership history in INCEPTIONR LLC · 5 quarters on record
This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in LPL FINL HLDGS INC (LPLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,555 | -1,058 | -29.3% | 0.21% | $850K | $332.11 |
| 2025 Q2 | ADDED | 3,613 | +392 | +12.2% | 0.31% | $1.4M | $374.00 |
| 2024 Q1 | ADDED | 3,221 | +502 | +18.5% | 0.22% | $851K | $262.11 |
| 2023 Q3 | ADDED | 2,719 | +788 | +40.8% | 0.37% | $646K | $235.19 |
As of 2025 Q4 — sorted by position size