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Xcel Wealth Management, LLC: GOOGL position timeline

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

Xcel Wealth Management, LLC held 43,774 GOOGL 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 43,774 shares
    Change vs previous 13F -2,213 shares

    3.74% of the 13F portfolio, value $15,643,514.

    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 45,987 shares
    Change vs previous 13F +1,787 shares

    3.68% of the 13F portfolio, value $13,223,886.

    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 44,200 shares
    Change vs previous 13F -575 shares

    3.54% of the 13F portfolio, value $13,834,452.

    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 44,775 shares
    Change vs previous 13F -14,988 shares

    2.83% of the 13F portfolio, value $10,884,687.

    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 59,763 shares
    Change vs previous 13F -19,628 shares

    3% of the 13F portfolio, value $10,531,950.

    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 79,391 shares
    Change vs previous 13F -12,417 shares

    3.83% of the 13F portfolio, value $12,277,089.

    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 91,808 shares
    Change vs previous 13F -3,318 shares

    4.82% of the 13F portfolio, value $17,379,313.

    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 95,126 shares
    Change vs previous 13F not available

    4.61% of the 13F portfolio, value $15,776,683.

    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).