XPER β€” XPERI INC

Ownership history in Williams & Novak, LLC  Β·  3 quarters on record

AI Ownership Summary

Williams & Novak, LLC reported XPERI INC (XPER) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows XPER at 0.07% 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 XPER ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak, LLC's position in XPERI 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 Q4

XPER was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Williams & Novak, LLC held XPER β€” position size vs. price
% of Fund (quarterly)    XPER price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,300 -2,210 -12.6% 0.07% $90K 2026-02-14 (Est.) $5.46
2025 Q3 ADDED 17,510 +7,080 +67.9% 0.09% $113K 2025-10-30 $6.57
2025 Q2 INITIATED 10,430 β€” β€” 0.07% $83K 2025-07-24 $7.55

🏒 Other funds also holding XPER

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.01%

FAQ About Williams & Novak, LLC and XPER

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

How long has Williams & Novak, LLC reported owning XPER?

Williams & Novak, LLC reported XPER across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported XPER position in Williams & Novak, LLC's portfolio?

The largest reported portfolio weight for XPER was 0.09% in 2025 Q3.

What is the latest reported XPER position on this page?

The most recent filing on this page is 2025 Q4, when Williams & Novak, LLC reported 15,300 shares, equal to 0.07% of portfolio, with an estimated market value of $90K.

What does the chart on this XPER ownership page compare?

The chart compares Williams & Novak, LLC's quarterly XPER 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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