EXPION360 INC - COM (XPON)

CUSIP: 30218B100

Q4 2023 13F Holders as of 31 Dec 2023

Share change
+23,995
SEC-reported price per share
$5.39
Number of holders
14
Value change
+$140,355
Number of buys
11
Number of sells
2

Security key

30218B100

Report period

Q4 2023

Institutions

14

Top holders

10

Ownership snapshot

Top reported holders of XPON - EXPION360 INC - COM (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
Cahill Wealth Management,...
Disclosed value leader
Cahill Wealth Management,...
Comparable rows
0/11
Latest evidence
30 Sep 2023
13F 3/4/5 Highest disclosed value: $182,431 11 rows are not safely comparable across share classes. Showing 1-6 of 11 holder rows.

Quick read

Cahill Wealth Management, LLC has the largest disclosed position value at $182.4K.

0 of 11 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 Cahill Wealth Management, LLC's linked filing trail.
Disclosed position value Top 5
Cahill Wealth Management, LLC $182.4K
GEODE CAPITAL MANAGEMENT, LLC $140.2K
VANGUARD GROUP INC $125.5K
PERRITT CAPITAL MANAGEMENT INC $102.8K
AE Wealth Management LLC $88.2K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 11 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Cahill Wealth Management, LLC
13F
Company
13F
—
denominator unverified
$182,431
44,387 shares
— 30 Sep 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
—
denominator unverified
$140,161
32,895 shares
— 30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$125,458
30,525 shares
— 30 Sep 2023
PERRITT CAPITAL MANAGEMENT INC
13F
Company
13F
—
denominator unverified
$102,750
25,000 shares
— 30 Sep 2023
AE Wealth Management LLC
13F
Company
13F
—
denominator unverified
$88,221
21,465 shares
— 30 Sep 2023
KESTRA PRIVATE WEALTH SERVICES, LLC
13F
Company
13F
—
denominator unverified
$41,100
10,000 shares
— 30 Sep 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 Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
14
Shares
181,392
Rows available
14
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 Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
10
Q4 2023 holders
14
Holder diff
4
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .