Skip to content
Disclosery

Xcel Wealth Management, LLC: CAVA position timeline

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

Xcel Wealth Management, LLC held 47,835 CAVA 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 47,835 shares
    Change vs previous 13F -6,147 shares

    0.9% of the 13F portfolio, value $3,754,091.

    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 53,982 shares
    Change vs previous 13F -3,373 shares

    1.21% of the 13F portfolio, value $4,367,144.

    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 57,355 shares
    Change vs previous 13F +2,762 shares

    0.86% of the 13F portfolio, value $3,366,165.

    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 54,593 shares
    Change vs previous 13F +11,843 shares

    0.86% of the 13F portfolio, value $3,297,963.

    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 42,750 shares
    Change vs previous 13F +20,884 shares

    1.02% of the 13F portfolio, value $3,600,833.

    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 21,866 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,889,441.

    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).