XeriantXERI

13F holders, Q3 2024 (September 30)
2holders
0new positions
0sold out
$0.02avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Xeriant Inc. (XERI) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($3K) and MAI Capital Management ($756).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 2 holders

Williams Jones Wealth Management, LLC. 0.00% No change 150,288 $3K
MAI Capital Management 0.00% No change 42,000 $756

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