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5%+ stakes · Schedule 13D and 13G

Xwell: 5%+ holders

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Who has reported owning 5% or more of Xwell, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Xwell. The largest reported stake is American Ventures LLC, Series XXIV XWELL's, at 9.98%. 7 filings are on record since March 11, 2026 (Schedule 13D/A, September 8, 2026).

Bruce Bernstein is also named on 4 other Form D filings ↓

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Key facts

  • · Holder: American Ventures LLC, Series XXIV XWELL · Percent: 9.98% · Shares: 993,617 · SCHEDULE 13D/A
  • · Reporting person: Iroquois Capital Management, LLC · Sole voting: 0 · Shared voting: 387,444 · Sole dispositive: 0 · Shared dispositive: 387,444 · SCHEDULE 13G/A, 2026-08-13
  • · Holder: Iroquois Capital Management, LLC · Percent: 0% · SCHEDULE 13G/A
  • · Reporting person: Bruce Bernstein · Sole voting: 602,556 · Shared voting: 0 · Sole dispositive: 602,556 · Shared dispositive: 0 · SCHEDULE 13D, 2026-08-04
  • · Holder: Richard Abbe · Percent: 5.14% · SCHEDULE 13G
At 5% or more4
Filings7
Latest filing2026-09-08

Xwell has 7 Schedule 13D or 13G filings on record since 2026-03-11. 4 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
American Ventures LLC, Series XXIV XWELL9.98%993,617SCHEDULE 13D/A, 2026-09-082026-09-08
6.9%602,556SCHEDULE 13D, 2026-08-042025-11-15
5.5%319,000SCHEDULE 13G, 2026-03-112026-02-24
5.5%466,944SCHEDULE 13G/A, 2026-08-132026-06-30

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More on Xwell and the records around it.

The people at Xwell

Xwell elsewhere on the record

Companies that share a holder

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
American Ventures LLC, Series XXIV XWELL0993,6170993,617SCHEDULE 13D/A, 2026-09-08
American Ventures Management LLC0993,6170993,617SCHEDULE 13D/A, 2026-09-08
American Ventures IM LLC0993,6170993,617SCHEDULE 13D/A, 2026-09-08
Dominari Holdings Inc.0993,6170993,617SCHEDULE 13D/A, 2026-09-08
Eric Newman0993,6170993,617SCHEDULE 13D/A, 2026-09-08
Anthony Hayes0993,6170993,617SCHEDULE 13D/A, 2026-09-08
Bruce Bernstein602,5560602,5560SCHEDULE 13D, 2026-08-04
Iroquois Capital Management, LLC0387,4440387,444SCHEDULE 13G/A, 2026-08-13
Richard Abbe79,500387,44479,500387,444SCHEDULE 13G/A, 2026-08-13
Kimberly Page0387,4440387,444SCHEDULE 13G/A, 2026-08-13

The latest filing identifies Xwell by CUSIP 98420U802 and gives its principal executive office as 254 West 31st Street, 11th Floor, New York, NY 10001 (SCHEDULE 13D/A, 2026-09-08).

What the percentages are based on

Row 11 of each Reporting Person's cover page to this Schedule 13G sets forth the percentages of the securities of the Issuer beneficially owned by such Reporting Person as of the date of the event which requires filing of this statement and is incorporated herein by reference.Richard Abbe, SCHEDULE 13G/A, 2026-08-13

Source of funds (Item 3)

Series XXIV XWELL purchased its securities of the Issuer using funds it raised in a private offering of non-voting membership interests in reliance on the exemption provided by Regulation D, Rule 506(b) under the Securities Act of 1933. No funds used for such purchases were borrowed. DOMH did not use any funds to acquire the 5,248,000 warrants reported herein.American Ventures LLC, Series XXIV XWELL, SCHEDULE 13D/A, 2026-09-08
Between November 30, 2022 and December 1, 2022, the Reporting Person expended approximately $21,097 of his personal funds to purchase 7,065 shares of common stock. Item 4 below, which is incorporated herein by reference, summarizes certain agreements that pertain to the Reporting Person's other securities of the Issuer that were received by the Reporting Person from the Issuer in consideration of his service as Chairman of the Board of Directors of the Issuer (the "Board"), and no cash consideration was paid by the Reporting Person in connection therewith.Bruce Bernstein, SCHEDULE 13D, 2026-08-04

Purpose of Transaction (Item 4)

American Ventures LLC, Series XXIV XWELL

The Reporting Persons acquired the securities described herein for investment purposes. The Reporting Persons may engage in discussions with the Issuer's management, board of directors, stockholders, and other interested parties concerning potential strategic transactions, including possible merger and acquisition opportunities. The Reporting Persons may from time to time make introductions or otherwise facilitate discussions between the Issuer and third parties regarding such potential opportunities. The Reporting Persons are in discussions with third parties that may result in one of the actions described in Item 4(a)-(j) above, however there are currently no definitive agreements to undertake such actions. Additionally, the Reporting Persons may continue to review and consider other opportunities that may present themselves from time to time, depending on various factors, including the Issuer's financial position, the price level of the securities, conditions in the securities markets, general economic and industry conditions, or other factors. On July 7, 2026, the Reporting Persons delivered notice to the Issuer to increase the Beneficial Ownership Limitation applicable to the Series H Convertible Preferred Stock from 4.99% to 9.99%, effective on the 61st day following delivery of such notice (September 7, 2026). On September 8, 2026, the Reporting Persons converted 467 shares of Series H Convertible Preferred Stock into 993,617 shares of the Issuer's common stock, …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-08; the filing has the rest

Bruce Bernstein

Stock Option Agreement Pursuant to the Issuer's 2020 Equity Incentive Plan (the "Plan") and the Stock Option Agreement between the Issuer and the Reporting Person (the "Stock Option Agreement"), the Reporting Person received a stock option award to purchase 30,000 shares of common stock on January 5, 2023. Such stock option award vested in equal quarterly installments over a one-year period, vesting one-fourth at the end of each fiscal quarter, such that the award fully vested as of December 31, 2023. On November 15, 2024, the Reporting Person received an additional stock option award to purchase 44,037 shares of common stock, which vested in full on the first anniversary of the date of grant. On June 2, 2025, the Reporting Person received an additional stock option award to purchase 220,528 shares of common stock, which vested in equal quarterly installments over a one-year period, vesting one-fourth at the end of each fiscal quarter, such that the award fully vested on June 2, 2026. The foregoing description of the Stock Option Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Plan and a form of the Stock Option Agreement, which are incorporated herein by reference to Exhibits 99.1 and 99.2, respectively, of this Schedule 13D. Restricted Stock Agreement Pursuant to the Plan and the Restricted Stock Agreement between the Issuer and the Reporting Person (the "RSA Agreement"), the Reporting Person received an …The first part of Item 4 of the SCHEDULE 13D filed 2026-08-04; the filing has the rest

Timeline

FiledHolderPercentFiling
2026-03-11McCabe James Joseph III5.5%SCHEDULE 13G
2026-03-18American Ventures LLC, Series XXIV XWELL4.99%SCHEDULE 13D
2026-06-11Richard Abbe5.14%SCHEDULE 13G
2026-08-04Bruce Bernstein6.9%SCHEDULE 13D
2026-08-12Iroquois Capital Management, LLC0%SCHEDULE 13G/A
2026-08-13Richard Abbe5.5%SCHEDULE 13G/A
2026-09-08American Ventures LLC, Series XXIV XWELL9.98%SCHEDULE 13D/A

Questions about who owns Xwell

Who owns Xwell?

On this page, 4 holders' latest ownership filings report 5% or more of Xwell: American Ventures LLC, Series XXIV XWELL (9.98%, Schedule 13D/A, filed 2026-09-08), Bruce Bernstein (6.9%, Schedule 13D, filed 2026-08-04), McCabe James Joseph III (5.5%, Schedule 13G, filed 2026-03-11) and Richard Abbe (5.5%, Schedule 13G/A, filed 2026-08-13).

Who are the largest shareholders of Xwell?

By the share each holder's latest filing reports, the largest holders of Xwell on this page are American Ventures LLC, Series XXIV XWELL (9.98%), Bruce Bernstein (6.9%) and McCabe James Joseph III (5.5%).

When did American Ventures LLC, Series XXIV XWELL buy into Xwell?

The filings give report dates, not purchase dates. The earliest filing from American Ventures LLC, Series XXIV XWELL on this page is the Schedule 13D, filed 2026-03-18, reporting 4.99%; its latest, Schedule 13D/A filed 2026-09-08, reports 9.98%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 7 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Xwell

DateRecordFigureOur pageSource
August 5, 2026Leadership change: Ezra T. Ernst departs, Director, and 1 more—Leadership changesSource
March 3, 2026Form D, private offering$31M soldForm D pageSource
January 28, 2025Form D, private offering$4M soldForm D pageSource
April 20, 2023Court case: Bunting v. Xwell, Inc., District Court, E.D. New York—Court recordsSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/xwell
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Xwell? 4 holders at 5% or more, largest American Ventures LLC, Series XXIV XWELL 9.98%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/xwell