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Leverty Financial Group, LLC: XEL position timeline

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

Leverty Financial Group, LLC held 3,817 XEL shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,817 shares
    Change vs previous 13F -241 shares

    0.05% of the 13F portfolio, value $269,049.

    13F-HR 0002085853-26-001117 filed by Leverty Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,058 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $325,888.

    13F-HR 0002085853-26-000686 filed by Leverty Financial Group, 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 4,058 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $322,398.

    13F-HR 0002085853-26-000307 filed by Leverty Financial Group, 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 4,058 shares
    Change vs previous 13F +892 shares

    0.07% of the 13F portfolio, value $299,752.

    13F-HR 0002085853-26-000020 filed by Leverty Financial Group, 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 3,166 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $255,338.

    13F-HR 0002085853-25-000022 filed by Leverty Financial Group, 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 3,166 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $215,605.

    13F-HR 0001908386-25-000004 filed by Leverty Financial Group, 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 3,166 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $224,121.

    13F-HR 0001908386-25-000003 filed by Leverty Financial Group, 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 3,166 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $213,768.

    13F-HR 0001908386-25-000002 filed by Leverty Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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