Skip to content
Disclosery

Xcel Wealth Management, LLC: ARCC position timeline

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

Xcel Wealth Management, LLC held 20,864 ARCC 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 20,864 shares
    Change vs previous 13F -86 shares

    0.09% of the 13F portfolio, value $386,607.

    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 20,950 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $377,513.

    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 20,935 shares
    Change vs previous 13F +1,812 shares

    0.11% of the 13F portfolio, value $423,522.

    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 19,123 shares
    Change vs previous 13F -4,138 shares

    0.1% of the 13F portfolio, value $390,300.

    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 23,261 shares
    Change vs previous 13F +3,361 shares

    0.15% of the 13F portfolio, value $510,809.

    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 19,900 shares
    Change vs previous 13F +3,550 shares

    0.14% of the 13F portfolio, value $440,984.

    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 16,350 shares
    Change vs previous 13F +700 shares

    0.1% of the 13F portfolio, value $357,902.

    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 15,650 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $327,711.

    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).