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Atlanta Consulting Group Advisors, LLC: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlanta Consulting Group Advisors, LLC on XEL, newest first. How the timeline and the estimate are built.

Atlanta Consulting Group Advisors, LLC held 3,571 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,571 shares
    Change vs previous 13F -73 shares

    0.05% of the 13F portfolio, value $288,860.

    13F-HR 0001420506-26-001758 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,644 shares
    Change vs previous 13F +153 shares

    0.06% of the 13F portfolio, value $291,499.

    13F-HR 0001420506-26-001096 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,491 shares
    Change vs previous 13F +877 shares

    0.06% of the 13F portfolio, value $259,800.

    13F-HR 0001420506-26-000296 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,614 shares
    Change vs previous 13F +2,614 shares

    0.05% of the 13F portfolio, value $212,400.

    13F-HR 0001420506-25-003012 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,828 shares

    13F-HR 0001420506-25-001779 filed by Atlanta Consulting Group Advisors, LLC
    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.

  6. period ended2025-03-31
    13F 2,828 shares
    Change vs previous 13F -585 shares

    0.06% of the 13F portfolio, value $202,333.

    13F-HR 0001420506-25-001248 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 3,413 shares
    Change vs previous 13F -13,795 shares

    0.08% of the 13F portfolio, value $230,423.

    13F-HR/A 0001420506-25-001324 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 17,208 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,123,702.

    13F-HR 0001420506-24-002239 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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