Xcel Wealth Management, LLC: ARES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Xcel Wealth Management, LLC on ARES, newest first. How the timeline and the estimate are built.
Xcel Wealth Management, LLC held 0 ARES shares at 2025-09-30 per its 13F-HR filed 2025-10-29.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,300 shares
13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,300 sharesChange vs previous 13F +1,300 shares
0.06% of the 13F portfolio, value $225,160.
13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -1,300 shares
13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 1,300 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $230,139.
13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,300 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $202,592.
13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).