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Xcel Wealth Management, LLC: F position timeline

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

Xcel Wealth Management, LLC held 843,807 F 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 843,807 shares
    Change vs previous 13F -184,392 shares

    2.8% of the 13F portfolio, value $11,728,917.

    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 1,028,199 shares
    Change vs previous 13F -50,477 shares

    3.3% of the 13F portfolio, value $11,865,416.

    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 1,078,676 shares
    Change vs previous 13F +18,746 shares

    3.62% of the 13F portfolio, value $14,152,229.

    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 1,059,930 shares
    Change vs previous 13F -8,297 shares

    3.3% of the 13F portfolio, value $12,676,763.

    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 1,068,227 shares
    Change vs previous 13F -9,430 shares

    3.3% of the 13F portfolio, value $11,590,263.

    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 1,077,657 shares
    Change vs previous 13F -17,656 shares

    3.37% of the 13F portfolio, value $10,808,900.

    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 1,095,313 shares
    Change vs previous 13F -6,843 shares

    3.01% of the 13F portfolio, value $10,843,599.

    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 1,102,156 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $11,638,767.

    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).