Security key
53630X203
Lipocine Inc. - Common Stock, par value $0.0001 per share (LPCN)
CUSIP: 53630X203
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Total 13F shares
- 477,372
- Total 13F value
- $2,400,563
- Share change
- +476,607
- SEC-reported price per share
- $5.03
- Number of holders
- 22
- Value change
- +$2,397,563
- Number of buys
- 21
- Shares outstanding
- 8,072,317
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
22
Top holders
10
LPCN full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q4 2021
Lipocine Inc. SEC filings
Lipocine Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 53630X203
Recent filing periods:
Ownership snapshot
Top reported holders of LPCN - Lipocine Inc. - Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
EP Wealth Advisors, LLC
Disclosed value leader
EP Wealth Advisors, LLC
Comparable rows
0/15
Latest evidence
31 Mar 2023
13F
3/4/5
Highest disclosed value: $13,394,581
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
EP Wealth Advisors, LLC has the largest disclosed position value at $13.39M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens EP Wealth Advisors, LLC's linked filing trail.
Disclosed position value
Top 5
EP Wealth Advisors, LLC
$13.39M
VANGUARD GROUP INC
$1.21M
BlackRock Finance, Inc.
$466.8K
GEODE CAPITAL MANAGEMENT, LLC
$264K
WEALTH EFFECTS LLC
$240.7K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$13,394,581
66,983 shares
|
— | 31 Mar 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$1,208,556
3,799,298 shares
|
— | 31 Mar 2023 |
| BlackRock Finance, Inc. |
13F
Company
|
—
class O/S missing
|
$466,787
1,467,420 shares
|
— | 31 Mar 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$264,043
830,063 shares
|
— | 31 Mar 2023 |
| WEALTH EFFECTS LLC |
13F
Company
|
—
class O/S missing
|
$240,698
756,674 shares
|
— | 31 Mar 2023 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$133,379
419,300 shares
|
— | 31 Mar 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
22
Shares
477,372
Rows available
22
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q4 2021 Across Filers
Q4 2021 holders
0
Q2 2023 holders
22
Holder diff
22
| Investor | Q4 2021 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q4 2021 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend