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Xcel Wealth Management, LLC: GRMN position timeline

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

Xcel Wealth Management, LLC held 7,300 GRMN 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 7,300 shares
    Change vs previous 13F -726 shares

    0.41% of the 13F portfolio, value $1,734,042.

    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 8,026 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,862,110.

    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 8,026 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,628,072.

    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 8,026 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,976,159.

    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 8,026 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,675,185.

    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 8,026 shares
    Change vs previous 13F -400 shares

    0.54% of the 13F portfolio, value $1,742,659.

    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 8,426 shares
    Change vs previous 13F -25 shares

    0.48% of the 13F portfolio, value $1,737,903.

    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 8,451 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,487,576.

    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).