Skip to content
Disclosery

Financially Speaking Inc: XEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financially Speaking Inc on XEL, newest first. How the timeline and the estimate are built.

Financially Speaking Inc held 3,808 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,808 shares
    Change vs previous 13F 0 shares

    1.47% of the 13F portfolio, value $302,485.

    13F-HR 0002040901-26-000004 filed by Financially Speaking Inc
    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 3,808 shares
    Change vs previous 13F +2 shares

    1.47% of the 13F portfolio, value $302,485.

    13F-HR 0002040901-26-000002 filed by Financially Speaking Inc
    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 3,806 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $281,102.

    13F-HR 0001398344-26-002600 filed by Financially Speaking Inc
    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 3,804 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $306,810.

    13F-HR 0001398344-25-020442 filed by Financially Speaking Inc
    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 3,802 shares
    Change vs previous 13F +392 shares

    0.17% of the 13F portfolio, value $258,937.

    13F-HR 0001398344-25-014680 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,410 shares
    Change vs previous 13F -388 shares

    0.18% of the 13F portfolio, value $241,394.

    13F-HR 0001398344-25-008919 filed by Financially Speaking Inc
    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 3,798 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $256,474.

    13F-HR 0001398344-25-002410 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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