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Disclosery

Xcel Wealth Management, LLC: B position timeline

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

Xcel Wealth Management, LLC held 9,723 B 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 9,723 shares
    Change vs previous 13F -3,350 shares

    0.09% of the 13F portfolio, value $357,126.

    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 13,073 shares
    Change vs previous 13F +73 shares

    0.15% of the 13F portfolio, value $533,248.

    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 13,000 shares
    Change vs previous 13F -11,725 shares

    0.15% of the 13F portfolio, value $566,150.

    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 24,725 shares
    Change vs previous 13F -8,325 shares

    0.21% of the 13F portfolio, value $810,238.

    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 33,050 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $688,101.

    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).