Mowery & Schoenfeld Wealth Management, LLC
Position in EXPE — Expedia Group, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in EXPE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,141
+$600 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,022
of 1,109 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $69,273 across 5 Travel Services names. EXPE ranks #3 (8.9% of the industry book) .
All Filings in EXPE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,141 | 24 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,541 | 24 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,799 | 24 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,130 | 24 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,048 | 24 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,034 | 24 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,030 | 27 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||