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Disclosery

Xcel Wealth Management, LLC: BLMN position timeline

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

Xcel Wealth Management, LLC held 10,521 BLMN 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 10,521 shares
    Change vs previous 13F -8,028 shares

    0.02% of the 13F portfolio, value $96,162.

    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 18,549 shares
    Change vs previous 13F -6,506 shares

    0.03% of the 13F portfolio, value $100,165.

    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 25,055 shares
    Change vs previous 13F -12,775 shares

    0.04% of the 13F portfolio, value $154,589.

    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 37,830 shares
    Change vs previous 13F -44,824 shares

    0.07% of the 13F portfolio, value $271,241.

    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 82,654 shares
    Change vs previous 13F -384,666 shares

    0.2% of the 13F portfolio, value $711,651.

    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 467,320 shares
    Change vs previous 13F +45,206 shares

    1.04% of the 13F portfolio, value $3,350,684.

    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 422,114 shares
    Change vs previous 13F +174,036 shares

    1.43% of the 13F portfolio, value $5,154,012.

    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 248,078 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,100,729.

    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).