XCel Brands, Inc. - Common Stock, par value $0.001 per share (XELB)

CUSIP: 98400M200

Q3 2026 13F Holders as of 30 Sep 2026

Holder snapshot 6 signals
Share change
+368,899
SEC-reported price per share
$0.70
Number of holders
5
Value change
+$247,229
Number of buys
2
Number of sells
2
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
6,909,475

Security key

98400M200

Report period

Q3 2026

Institutions

5

Top holders

5

Ownership snapshot

Top reported holders of XELB - XCel Brands, 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.

Comparable stake leader
Loren Robert W. D.
Disclosed value leader
Loren Robert W. D.
Comparable rows
3/15
Latest evidence
30 Sep 2026
3/4/5 13D/G 13F Lead comparable stake: 19% 12 rows are not safely comparable across share classes. 13D/G row: Loren Robert W. D. Showing 1-6 of 15 holder rows.

Quick read

Loren Robert W. D. leads the comparable SEC ownership view at 19%.

3 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 Loren Robert W. D.'s linked filing trail.
Comparable ownership Top 3
Loren Robert W. D. 19%
Potomac Capital Management, Inc. 10%
Mark DiSanto 7.4%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Loren Robert W. D.
3/4/5 13D/G
CEO and Chairman, Director, 10%+ Owner · Robert W. D'Loren
19%
Reported 13D/G · 01 Aug 2025
$1,624,961
1,549,932 shares
mixed-class rows
+$146,388 30 Sep 2026
Potomac Capital Management, Inc.
13D/G 13F
Paul J. Solit · Company
10%
Reported 13D/G · 31 Dec 2025
$795,336
584,806 shares
+$238,620 31 Dec 2025
Mark DiSanto
13D/G 3/4/5
Director
7.4%
Reported 13D/G · 01 Aug 2025
$541,886
354,174 shares
$0 01 Aug 2025
Summit Trail Advisors, LLC
13F
Company
13F
—
denominator unverified
$596,585
331,436 shares
— 30 Jun 2026
CITADEL ADVISORS LLC
13F
Company
13F
—
denominator unverified
$86,927
48,293 shares
— 30 Jun 2026
Seth Burroughs
3/4/5
EVP of BD Treasurer Secretary
—
mixed-class rows
$71,192
103,625 shares
mixed-class rows
— 03 Dec 2025
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 Q3 2026

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

Institutions
5
Shares
711,933
Rows available
5
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 Q3 2026 vs Q2 2026 Across Filers

Q2 2026 holders
11
Q3 2026 holders
5
Holder diff
-6
Investor Q2 2026 Shares Q3 2026 Shares Share Diff Share Chg % Q2 2026 value Q3 2026 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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