Skip to content
Disclosery

Xcel Wealth Management, LLC: IWM position timeline

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

Xcel Wealth Management, LLC held 1,273 IWM 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 1,273 shares
    Change vs previous 13F -395 shares

    0.09% of the 13F portfolio, value $382,473.

    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 1,668 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $413,664.

    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 1,671 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $411,333.

    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 1,671 shares
    Change vs previous 13F +65 shares

    0.11% of the 13F portfolio, value $404,315.

    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 1,606 shares
    Change vs previous 13F -12 shares

    0.1% of the 13F portfolio, value $346,559.

    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 1,618 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $322,775.

    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 1,627 shares
    Change vs previous 13F +49 shares

    0.1% of the 13F portfolio, value $359,502.

    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 1,578 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $348,564.

    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).