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Disclosery

Xcel Wealth Management, LLC: FRT position timeline

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

Xcel Wealth Management, LLC held 18,179 FRT 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 18,179 shares
    Change vs previous 13F -6,772 shares

    0.54% of the 13F portfolio, value $2,244,016.

    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 24,951 shares
    Change vs previous 13F -6,604 shares

    0.74% of the 13F portfolio, value $2,650,046.

    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 31,555 shares
    Change vs previous 13F -4,528 shares

    0.81% of the 13F portfolio, value $3,180,744.

    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 36,083 shares
    Change vs previous 13F -320 shares

    0.95% of the 13F portfolio, value $3,655,569.

    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 36,403 shares
    Change vs previous 13F -267 shares

    0.98% of the 13F portfolio, value $3,457,921.

    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 36,670 shares
    Change vs previous 13F -565 shares

    1.12% of the 13F portfolio, value $3,587,059.

    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 37,235 shares
    Change vs previous 13F +8 shares

    1.16% of the 13F portfolio, value $4,168,458.

    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 37,227 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,279,988.

    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).