Dechtman Wealth Management, LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dechtman Wealth Management, LLC on XEL, newest first. How the timeline and the estimate are built.
Dechtman Wealth Management, LLC held 16,136 XEL shares at 2024-12-31 per its 13F-HR filed 2025-02-12.
the latest 13F is the newest step
- period ended2024-12-3113F 16,136 sharesChange vs previous 13F +138 shares
0.21% of the 13F portfolio, value $1,089,489.
13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,998 sharesChange vs previous 13F -737 shares
0.21% of the 13F portfolio, value $1,044,693.
13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 16,735 sharesChange vs previous 13F +165 shares
0.2% of the 13F portfolio, value $893,843.
13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F/A 16,570 sharesChange vs previous 13F +82 shares
0.21% of the 13F portfolio, value $890,659.
13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 16,488 sharesChange vs previous 13F +82 shares
0.27% of the 13F portfolio, value $1,020,000.
13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 16,406 sharesChange vs previous 13F +73 shares
0.28% of the 13F portfolio, value $939,000.
13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 16,333 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $1,015,406.
13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).