INCEPTIONR LLC

Position in WFC — Wells Fargo & Company/Mn

CIK 1821561 Lafayette, CA

Position in WFC

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

Position Value

$324,114

-$1,233,137 QoQ

Shares Held

3,922

-79.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,128

of 2,859 holders

Holding Since

Dec 2022

8 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. WFC ranks #4 (8.1% 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	4,638	$649,134
4	WFC	Wells Fargo & Company/Mn This page	3,922	$324,114
5	JPM	Jpmorgan Chase & Co	935	$306,053

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$324,114	3,922	-79.9%	Shares	Sole	2026-08-11
2026-03-31	$1,557,251	19,561	+38.6%	Shares	Sole	2026-05-14
2025-06-30	$1,130,893	14,115	+10.0%	Shares	Sole	2025-08-12
2024-12-31	$901,670	12,837	+103.1%	Shares	Sole	2025-02-06
2024-09-30	$357,129	6,322	-80.5%	Shares	Sole	2024-11-08
2024-06-30	$1,925,186	32,416	+19.0%	Shares	Sole	2024-08-13
2024-03-31	$1,579,352	27,249	+41.1%	Shares	Sole	2024-05-09
2022-12-31	$797,598	19,317	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.