XPEV β€” XPENG INC

Ownership history in Aaron Wealth Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported XPENG INC (XPEV) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows XPEV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XPEV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in XPENG INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

XPEV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Aaron Wealth Advisors LLC held XPEV β€” position size vs. price
% of Fund (quarterly)    XPEV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,732 -408 -4.0% 0.01% $228K 2025-10-03 $23.07
2025 Q1 INITIATED 10,140 β€” β€” 0.02% $210K 2025-04-28 $19.93

FAQ About Aaron Wealth Advisors LLC and XPEV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning XPEV?

Aaron Wealth Advisors LLC reported XPEV across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported XPEV position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for XPEV was 0.02% in 2025 Q1.

What is the latest reported XPEV position on this page?

The most recent filing on this page is 2025 Q3, when Aaron Wealth Advisors LLC reported 9,732 shares, equal to 0.01% of portfolio, with an estimated market value of $228K.

What does the chart on this XPEV ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly XPEV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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