Expion360 Inc. - Common Stock, par value $0.001 per share (XPON)

CUSIP: 30218B209

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Shares outstanding
10,208,932
Total 13F shares
140,752
Share change
+126,052
Total reported value
$129,866
Price per share
$0.94
Number of holders
7
Value change
+$111,567
Number of buys
5
Number of sells
4

Security key

30218B209

Report period

Q1 2025

Institutions

7

Top holders

8

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 comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
3i, LP
13D/G signal
3i, LP
Evidence rows
13
Latest as of
31 Dec 2024
13D/G 13F 3/4/5 Lead comparable stake: 4.9% 13D/G row: 3i, LP Showing first 8 of 13 holder rows. Open remaining rows
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
UBS Group AG
13F
Company
13F
0.08%
$20,081
8,402 shares
31 Dec 2024
Tower Research Capital LLC (TRC)
13F
Company
13F
0.03%
$7,474
3,127 shares
31 Dec 2024
IFP Advisors, Inc
13F
Company
13F
0.03%
$7,170
3,000 shares
31 Dec 2024
BANK OF AMERICA CORP /DE/
13F
Company
13F
0%
$251
105 shares
31 Dec 2024
CITIGROUP INC
13F
Company
13F
0%
$124
52 shares
31 Dec 2024
Copia Wealth Management
13F
Company
13F
0%
$12
5 shares
31 Dec 2024
Show 5 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
0%
$12
5 shares
31 Dec 2024
SBI Securities Co., Ltd.
13F
Company
13F
0%
$10
4 shares
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
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 Q1 2025

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

Institutions
7
Shares
140,752
Rows loaded
8
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* 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. An asterisk next to the price means the price is likely invalid.

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
8
Q1 2025 holders
7
Holder diff
-1
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 value Q1 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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