Security key
30218B209
Expion360 Inc. - Common Stock, par value $0.001 per share (XPON)
CUSIP: 30218B209
Q4 2024 13F Holders as of 31 Dec 2024
- Type / Class
- Equity / Common Stock, par value $0.001 per share
- Shares outstanding
- 10,208,932
- Total 13F shares
- 14,700
- Share change
- +14,691
- Total reported value
- $35,134
- Price per share
- $2.39
- Number of holders
- 8
- Value change
- +$35,112
- Number of buys
- 6
Report period
Q4 2024
Institutions
8
Top holders
8
XPON full security history
Newer quarter: Q1 2025
Expion360 Inc. SEC filings
Expion360 Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 30218B209
Recent filing periods:
Ownership snapshot
Top shareholders of XPON - Expion360 Inc. - Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
3i, LP
13D/G signal
3i, LP
Evidence rows
14
Latest as of
31 Dec 2024
13D/G
3/4/5
13F
Lead comparable stake: 4.9%
13D/G row: 3i, LP
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| 3i, LP |
13D/G
|
4.9%
|
$102,381
110,087 shares
|
$0 | 31 Dec 2024 |
| S.H.N. Financial Investments Ltd. |
13D/G
|
0.13%
|
$5,006
5,383 shares
|
$0 | 31 Dec 2024 |
| 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 |
| Altium Capital Management LLC |
13F
Company
|
—
class O/S missing
|
$106,372
2,057,494 shares
|
— | 30 Sep 2024 |
| DONALDSON CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$19,232
371,989 shares
|
— | 30 Sep 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
class O/S missing
|
$12,538
242,519 shares
|
— | 30 Sep 2024 |
| JANE STREET GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$4,939
95,529 shares
|
— | 30 Sep 2024 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$4,718
90,726 shares
|
— | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
class O/S missing
|
$2,037
39,179 shares
|
— | 30 Sep 2024 |
| Cahill Wealth Management, LLC |
13F
Company
|
—
class O/S missing
|
$1,261
24,387 shares
|
— | 30 Sep 2024 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$26
500 shares
|
— | 30 Sep 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$22
432 shares
|
— | 30 Sep 2024 |
| David Leigh Hendrickson |
3/4/5
Director
|
—
class O/S missing
|
—
30,000 shares
|
— | 02 May 2022 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
8
Shares
14,700
Rows loaded
8
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q4 2025 Across Filers
Q4 2025 holders
11
Q4 2024 holders
8
Holder diff
-3
| Investor | Q4 2025 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.