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Disclosery

Ariadne Wealth Management, LP: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ariadne Wealth Management, LP on XEL, newest first. How the timeline and the estimate are built.

Ariadne Wealth Management, LP held 2,732 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,732 shares
    Change vs previous 13F +2,732 shares

    0.1% of the 13F portfolio, value $219,380.

    13F-HR 0002034793-26-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,914 shares

    13F-HR 0002034793-25-000011 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 2,914 shares
    Change vs previous 13F -577 shares

    0.1% of the 13F portfolio, value $212,489.

    13F-HR 0002034793-25-000005 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 3,491 shares
    Change vs previous 13F +66 shares

    0.13% of the 13F portfolio, value $246,500.

    13F-HR 0002034793-25-000002 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 3,425 shares
    Change vs previous 13F -1,683 shares

    0.1% of the 13F portfolio, value $229,064.

    13F-HR 0002034793-25-000001 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 5,108 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $338,150.

    13F-HR 0002034793-24-000003 filed by Ariadne Wealth Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).