Security key
30218B100
- Security type / class
- Equity / COM
- Total 13F shares
- 246,306
- Total 13F value
- $246,312
- Share change
- +60,433
- SEC-reported price per share
- $1.00
- Number of holders
- 11
- Value change
- -$5,279
- Number of buys
- 8
- Number of sells
- 3
Report period
Q2 2024
Institutions
11
Top holders
10
XPON full security history
Ownership snapshot
Full 13F holder table
Expion Energy, Inc. SEC filings
Expion Energy, Inc. company facts
Broader feeds
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
John Henry Yozamp
Disclosed value leader
John Henry Yozamp
Comparable rows
0/15
Latest evidence
04 Jun 2024
3/4/5
13F
Highest disclosed value: $2,656,726
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
John Henry Yozamp has the largest disclosed position value at $2.66M.
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 John Henry Yozamp's linked filing trail.
Disclosed position value
Top 5
John Henry Yozamp
$2.66M
Gregory Scott Aydelott
$310.3K
Cahill Wealth Management, LLC
$138.5K
VANGUARD GROUP INC
$133.6K
GEODE CAPITAL MANAGEMENT, LLC
$106.5K
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 |
|---|---|---|---|---|---|
| John Henry Yozamp |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$2,656,726
1,762,682 shares
mixed-class rows
|
— | 04 Jun 2024 |
| Gregory Scott Aydelott |
3/4/5
Chief Financial Officer
|
—
mixed-class rows
|
$310,293
115,740 shares
mixed-class rows
|
— | 16 Jan 2024 |
| Cahill Wealth Management, LLC |
13F
Company
|
—
denominator unverified
|
$138,488
44,387 shares
|
— | 31 Mar 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$133,620
42,827 shares
|
— | 31 Mar 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$106,512
34,132 shares
|
— | 31 Mar 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
denominator unverified
|
$65,000
20,832 shares
|
— | 31 Mar 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
11
Shares
246,306
Rows available
11
| 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 2024 vs Q1 2024 Across Filers
Q1 2024 holders
12
Q2 2024 holders
11
Holder diff
-1
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 value | Q2 2024 value | Value change | Value Chg % |
|---|