Xcel Wealth Management, LLC: FDX position timeline

Xcel Wealth Management, LLC held 10,672 FDX 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 10,672 shares

   Change vs previous 13F +126 shares

   0.8% of the 13F portfolio, value $3,341,804.

   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 10,546 shares

   Change vs previous 13F -550 shares

   1.04% of the 13F portfolio, value $3,756,366.

   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 11,096 shares

   Change vs previous 13F 0 shares

   0.82% of the 13F portfolio, value $3,205,265.

   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 11,096 shares

   Change vs previous 13F +5,819 shares

   0.68% of the 13F portfolio, value $2,616,608.

   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 5,277 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $1,199,573.

   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).