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Xcel Wealth Management, LLC: GBAB position timeline

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

Xcel Wealth Management, LLC held 34,258 GBAB 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 34,258 shares
    Change vs previous 13F -15,858 shares

    0.12% of the 13F portfolio, value $495,371.

    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 50,116 shares
    Change vs previous 13F -4,753 shares

    0.2% of the 13F portfolio, value $726,682.

    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 54,869 shares
    Change vs previous 13F -10,302 shares

    0.21% of the 13F portfolio, value $818,645.

    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 65,171 shares
    Change vs previous 13F -3,550 shares

    0.26% of the 13F portfolio, value $1,015,364.

    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 68,721 shares
    Change vs previous 13F -400 shares

    0.29% of the 13F portfolio, value $1,033,564.

    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 69,121 shares
    Change vs previous 13F -2,500 shares

    0.33% of the 13F portfolio, value $1,074,832.

    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 71,621 shares
    Change vs previous 13F +100 shares

    0.3% of the 13F portfolio, value $1,088,639.

    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 71,521 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,257,339.

    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).