BR BROADRIDGE FINL SOLUTIONS IN

Ownership history in INCEPTIONR LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in BROADRIDGE FINL SOLUTIONS IN (BR). 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.

Peak position
0.36% (2024 Q3)
Avg. % of fund
0.24%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,818 -3,062 -44.5% 0.22% $909K $235.87
2024 Q3 ADDED 6,880 +4,218 +158.5% 0.36% $1.5M $209.74
2024 Q2 REDUCED 2,662 -178 -6.3% 0.15% $524K $191.35
2023 Q2 INITIATED 2,840 0.25% $470K $158.26
% of Fund (quarterly)    BR price (monthly, adj. close)
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