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Disclosery

Xcel Wealth Management, LLC: BA position timeline

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

Xcel Wealth Management, LLC held 53,394 BA 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 53,394 shares
    Change vs previous 13F -2,466 shares

    2.76% of the 13F portfolio, value $11,558,199.

    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 55,860 shares
    Change vs previous 13F +1,566 shares

    3.09% of the 13F portfolio, value $11,117,816.

    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 54,294 shares
    Change vs previous 13F +5,064 shares

    3.02% of the 13F portfolio, value $11,788,313.

    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 49,230 shares
    Change vs previous 13F +5,327 shares

    2.76% of the 13F portfolio, value $10,625,311.

    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 43,903 shares
    Change vs previous 13F -585 shares

    2.62% of the 13F portfolio, value $9,198,996.

    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 44,488 shares
    Change vs previous 13F -2,970 shares

    2.36% of the 13F portfolio, value $7,587,428.

    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 47,458 shares
    Change vs previous 13F -2,625 shares

    2.33% of the 13F portfolio, value $8,400,066.

    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 50,083 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $7,614,619.

    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).