INCEPTIONR LLC

Position in C — Citigroup Inc

CIK 1821561 Lafayette, CA

Position in C

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$649,134

-$571,271 QoQ

Shares Held

4,638

-56.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,577

of 2,621 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INCEPTIONR LLC holds $3,979,132 across 5 Banks - Diversified names. C ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	28,396	$1,618,004
2	BNY	Bank of New York Mellon Corp	7,481	$1,081,827
3	C	Citigroup Inc This page	4,638	$649,134
4	WFC	Wells Fargo & Company/Mn	3,922	$324,114
5	JPM	Jpmorgan Chase & Co	935	$306,053

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$649,134	4,638	-56.9%	Shares	Sole	2026-08-11
2026-03-31	$1,220,405	10,761	+4.2%	Shares	Sole	2026-05-14
2025-12-31	$1,205,174	10,328	-26.4%	Shares	Sole	2026-02-11
2025-09-30	$1,424,857	14,038	-47.7%	Shares	Sole	2025-11-13
2025-06-30	$2,282,577	26,816	+66.9%	Shares	Sole	2025-08-12
2025-03-31	$1,140,312	16,063	+27.2%	Shares	Sole	2025-05-12
2024-09-30	$790,575	12,629	+77.2%	Shares	Sole	2024-11-08
2024-06-30	$452,279	7,127	-62.6%	Shares	Sole	2024-08-13
2023-06-30	$877,890	19,068	+51.1%	Shares	Sole	2023-08-11
2023-03-31	$591,657	12,618	+50.1%	Shares	Sole	2023-05-12
2022-12-31	$380,338	8,409	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.