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Xcel Wealth Management, LLC: ABT position timeline

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

Xcel Wealth Management, LLC held 21,484 ABT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,484 shares
    Change vs previous 13F -8,698 shares

    0.47% of the 13F portfolio, value $1,949,458.

    13F-HR 0001705819-26-000046 filed by Xcel 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 ended2026-03-31
    13F 30,182 shares
    Change vs previous 13F +10,735 shares

    0.86% of the 13F portfolio, value $3,098,786.

    13F-HR 0001705819-26-000027 filed by Xcel 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 ended2025-12-31
    13F 19,447 shares
    Change vs previous 13F +6,490 shares

    0.62% of the 13F portfolio, value $2,436,515.

    13F-HR 0001705819-26-000013 filed by Xcel 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 ended2025-09-30
    13F 12,957 shares
    Change vs previous 13F -1,073 shares

    0.45% of the 13F portfolio, value $1,735,461.

    13F-HR 0001705819-25-000071 filed by Xcel 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 ended2025-06-30
    13F 14,030 shares
    Change vs previous 13F -2,067 shares

    0.54% of the 13F portfolio, value $1,908,220.

    13F-HR 0001705819-25-000046 filed by Xcel 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 ended2025-03-31
    13F 16,097 shares
    Change vs previous 13F -562 shares

    0.67% of the 13F portfolio, value $2,135,267.

    13F-HR 0001705819-25-000027 filed by Xcel 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 ended2024-12-31
    13F 16,659 shares
    Change vs previous 13F +225 shares

    0.52% of the 13F portfolio, value $1,884,299.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,434 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,873,640.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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