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XERIXERI
14 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in XERIANT INC COM

Yes. Williams Jones Wealth Management holds 150,288 shares of XERI (Xeriant), worth $2,066, as of its Q2 2026 13F filing. The share count is unchanged from Q1 2026. Williams Jones Wealth Management has held XERI since Q1 2023, across 14 quarterly 13F filings.

Current Value

$2,066

Current Shares

150,288

Total Value Change

-$2,157

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
150,288
0.0%
$2,0660.0%$0.01
0
2026-Q1
Unchanged
150,288
0.0%
$1,0370.0%$0.01
0
2025-Q4
Unchanged
150,288
0.0%
$1,5030.0%$0.01
0
2025-Q3
Unchanged
150,288
0.0%
$1,4470.0%$0.01
0
2025-Q2
Unchanged
150,288
0.0%
$1,9390.0%$0.01
0
2025-Q1
Unchanged
150,288
0.0%
$2,1040.0%$0.01
0
2024-Q4
Unchanged
150,288
0.0%
$2,6750.0%$0.02
0
2024-Q3
Unchanged
150,288
0.0%
$2,7050.0%$0.02
0
2024-Q2
Unchanged
150,288
0.0%
$2,9680.0%$0.02
0
2024-Q1
Unchanged
150,288
0.0%
$2,7950.0%$0.02
0
2023-Q4
Unchanged
150,288
0.0%
$2,6530.0%$0.02
0
2023-Q3
Unchanged
150,288
0.0%
$3,5170.0%$0.02
0
2023-Q2
Unchanged
150,288
0.0%
$3,5510.0%$0.02
0
2023-Q1
New
150,288
-
$4,2230.0%$0.03
20

Other major holders of XERI: MAI Capital Management

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