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Significant Wealth Partners LLC: XEL position timeline

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

Significant Wealth Partners LLC held 2,887 XEL shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,887 shares
    Change vs previous 13F +75 shares

    0.25% of the 13F portfolio, value $231,826.

    13F-HR 0001376474-26-000481 filed by Significant Wealth Partners LLC
    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 2,812 shares
    Change vs previous 13F +49 shares

    0.28% of the 13F portfolio, value $223,385.

    13F-HR 0001376474-26-000280 filed by Significant Wealth Partners LLC
    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 2,763 shares
    Change vs previous 13F -3,525 shares

    0.23% of the 13F portfolio, value $204,075.

    13F-HR 0001376474-26-000018 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,288 shares
    Change vs previous 13F +868 shares

    0.25% of the 13F portfolio, value $507,167.

    13F-HR 0001376474-25-000894 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,420 shares
    Change vs previous 13F -294 shares

    0.18% of the 13F portfolio, value $369,124.

    13F-HR 0001376474-25-000609 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,714 shares
    Change vs previous 13F +833 shares

    0.21% of the 13F portfolio, value $404,506.

    13F-HR 0001376474-25-000414 filed by Significant Wealth Partners LLC
    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 4,881 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $329,565.

    13F-HR 0001376474-25-000184 filed by Significant Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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