Position in LAZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$894,370
+$467,192 QoQ
Shares Held
21,325
+112.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#148
of 342 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INCEPTIONR LLC holds $5,667,030 across 6 Capital Markets names. LAZ ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
16,051 | $1,481,025 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,083 | $1,095,313 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
11,934 | $1,038,735 | |
| 4 | LAZ |
Lazard, Inc.
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|
21,325 | $894,370 | |
| 5 | TW |
Tradeweb Markets Inc.
|
8,867 | $883,685 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
4,598 | $273,902 |
All Filings in LAZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,370 | 21,325 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $427,178 | 10,056 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $362,403 | 7,463 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $717,016 | 13,585 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $560,951 | 12,955 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $703,989 | 13,675 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $594,433 | 11,799 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $794,831 | 20,818 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $506,920 | 12,107 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||