Xcel Wealth Management, LLC: DEA position timeline

Xcel Wealth Management, LLC held 30,635 DEA 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 30,635 shares

   Change vs previous 13F -6,460 shares

   0.18% of the 13F portfolio, value $763,729.

   13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 37,095 shares

   Change vs previous 13F -9,728 shares

   0.22% of the 13F portfolio, value $794,951.

   13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 46,823 shares

   Change vs previous 13F -82,720 shares

   0.25% of the 13F portfolio, value $992,177.

   13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 129,543 shares

   Change vs previous 13F -4,932 shares

   0.77% of the 13F portfolio, value $2,970,426.

   13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 134,475 shares

   Change vs previous 13F not available

   0.85% of the 13F portfolio, value $2,985,356.

   13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).