Skip to content
Disclosery

Xcel Wealth Management, LLC: ITA position timeline

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

Xcel Wealth Management, LLC held 1,880 ITA 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 1,880 shares
    Change vs previous 13F +445 shares

    0.11% of the 13F portfolio, value $455,750.

    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 1,435 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $313,906.

    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).