Position in CI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,644,982
+$1,283,536 QoQ
Shares Held
5,967
+340.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#639
of 1,682 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026INCEPTIONR LLC holds $3,865,570 across 6 Healthcare Plans names. CI ranks #1 (42.6% of the industry book) .
All Filings in CI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,644,982 | 5,967 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $361,446 | 1,355 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $860,093 | 3,125 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $1,535,114 | 4,666 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $494,369 | 1,427 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,532,522 | 4,636 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,505,422 | 4,145 | Shares | Sole | 2024-05-09 | |
| 2023-03-31 | $798,020 | 3,123 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||