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Xcel Wealth Management, LLC: AMD position timeline

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

Xcel Wealth Management, LLC held 8,765 AMD 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 8,765 shares
    Change vs previous 13F -3,802 shares

    1.22% of the 13F portfolio, value $5,091,676.

    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 12,567 shares
    Change vs previous 13F +124 shares

    0.71% of the 13F portfolio, value $2,556,505.

    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 12,443 shares
    Change vs previous 13F -20 shares

    0.68% of the 13F portfolio, value $2,664,793.

    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 12,463 shares
    Change vs previous 13F +766 shares

    0.52% of the 13F portfolio, value $2,016,389.

    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 11,697 shares
    Change vs previous 13F -876 shares

    0.47% of the 13F portfolio, value $1,659,804.

    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 12,573 shares
    Change vs previous 13F -1,439 shares

    0.4% of the 13F portfolio, value $1,291,750.

    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 14,012 shares
    Change vs previous 13F +1,177 shares

    0.47% of the 13F portfolio, value $1,692,509.

    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 12,835 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,105,967.

    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).