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Disclosery

Xcel Wealth Management, LLC: LDOS position timeline

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

Xcel Wealth Management, LLC held 2,402 LDOS 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 2,402 shares
    Change vs previous 13F +13 shares

    0.06% of the 13F portfolio, value $247,334.

    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 2,389 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $371,537.

    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 2,509 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $452,624.

    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 2,509 shares
    Change vs previous 13F -625 shares

    0.12% of the 13F portfolio, value $474,101.

    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 3,134 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $494,420.

    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 3,134 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $422,902.

    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).