Position in EXPE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$358,999
-$12,272 QoQ
Shares Held
1,403
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#735
of 1,109 holders
Holding Since
Mar 2025
6 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, 2026Kaufman Rossin Wealth, LLC holds $358,999 across 1 Travel Services name. EXPE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPE |
Expedia Group, Inc.
This page
|
1,403 | $358,999 |
All Filings in EXPE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,999 | 1,403 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $371,271 | 1,608 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $657,279 | 2,320 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $484,357 | 2,266 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $300,081 | 1,779 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $296,696 | 1,765 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||