Skip to content
Disclosery

BURKETT FINANCIAL SERVICES, LLC: XEL position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 1,153 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,153 shares
    Change vs previous 13F +322 shares

    0.02% of the 13F portfolio, value $81,279.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 831 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $66,731.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 825 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $65,540.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 818 shares
    Change vs previous 13F -154 shares

    0.02% of the 13F portfolio, value $60,476.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 972 shares
    Change vs previous 13F -358 shares

    0.03% of the 13F portfolio, value $78,393.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,330 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $90,588.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,319 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $93,402.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,309 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $88,370.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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