Skip to content
Disclosery

Xcel Wealth Management, LLC: BXP position timeline

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

Xcel Wealth Management, LLC held 12,400 BXP 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 12,400 shares
    Change vs previous 13F -1,250 shares

    0.2% of the 13F portfolio, value $822,244.

    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 13,650 shares
    Change vs previous 13F -500 shares

    0.2% of the 13F portfolio, value $708,435.

    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 14,150 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $954,842.

    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 14,200 shares
    Change vs previous 13F -900 shares

    0.27% of the 13F portfolio, value $1,055,628.

    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 15,100 shares
    Change vs previous 13F -600 shares

    0.29% of the 13F portfolio, value $1,018,797.

    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 15,700 shares
    Change vs previous 13F -100 shares

    0.33% of the 13F portfolio, value $1,054,883.

    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 15,800 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,174,888.

    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 15,800 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,271,268.

    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).