Comparable stake leader
Williams Jones Wealth Management, LLC.
SEC ownership of XERIANT, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001481504.
Disclosed value leader
Williams Jones Wealth Management, LLC.
Comparable rows
0/2
Latest evidence
30 Jun 2026
- Public ticker
- XERI on OTC
- Parsed ownership sources
-
13F and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Williams Jones Wealth Management, LLC.
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001481504
- Issuer location
- Boca Raton, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of XERIANT, INC. (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
Williams Jones Wealth Man...
Disclosed value leader
Williams Jones Wealth Man...
Comparable rows
0/2
Latest evidence
30 Jun 2026
13F
3/4/5
Highest disclosed value: $2,066
2 rows are not safely comparable across share classes.
Quick read
Williams Jones Wealth Management, LLC. has the largest disclosed position value at $2.1K.
0 of 2 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 Williams Jones Wealth Management, LLC.'s linked filing trail.
Disclosed position value
Top 1
Williams Jones Wealth Management,...
$2.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-2 of 2 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. |
13F
Company
|
—
class O/S missing
|
$2,066
150,288 shares
|
— | 30 Jun 2026 |
| Edward C. DeFeudis |
3/4/5
Director
|
—
class O/S missing
|
—
2,667,130 shares
|
— | 10 Mar 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.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 21 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-1 of 1 reporting-owner rows connected to XERIANT, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
1
Largest Forms 3/4/5 holder
Edward C. DeFeudis
Net 12M change
$0
Latest report
10 Mar 2022
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Edward C. DeFeudis | Director | Mixed | 10 Mar 2022 |
Recent insider transactions for XERIANT, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.