XeriantXERI

13F holders, Q1 2024 (March 31)
2holders
$0.02avg. 13F price*

At the end of Q1 2024, 2 institutions reported holding Xeriant Inc. (XERI) in their 13F filings. The largest holders were Williams Jones Wealth Management, LLC. ($3K) and MAI Capital Management ($781).

Company
Xeriant Inc.
CUSIP
98422N103
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 2 holders

Williams Jones Wealth Management, LLC. 0.00% No change 150,288 $3K
MAI Capital Management 0.00% No change 42,000 $781

"% of holder's portfolio" is XERI's weight in each manager's 13F, not the share of Xeriant Inc. the manager owns.