Skip to content

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

  1. period ended2024-12-31
    13F 16,136 shares
    Change 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), ingested

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

  2. period ended2024-09-30
    13F 15,998 shares
    Change 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), ingested

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

  3. period ended2024-06-30
    13F 16,735 shares
    Change 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), ingested

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

  4. period ended2024-03-31
    13F/A 16,570 shares
    Change 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), ingested

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

  5. period ended2023-12-31
    13F 16,488 shares
    Change 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), ingested

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

  6. period ended2023-09-30
    13F 16,406 shares
    Change 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), ingested

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

  7. period ended2023-06-30
    13F 16,333 shares
    Change 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), ingested

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