Position in CASS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$483,515
+$264,581 QoQ
Shares Held
10,984
+108.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CASS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026INCEPTIONR LLC holds $1,559,643 across 3 Specialty Business Services names. CASS ranks #2 (31.0% of the industry book) .
All Filings in CASS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,515 | 10,984 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $218,934 | 5,273 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $284,640 | 6,551 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $237,058 | 5,715 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||