Skip to content
Disclosery

Xcel Wealth Management, LLC: LEVI position timeline

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

Xcel Wealth Management, LLC held 140,049 LEVI 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 140,049 shares
    Change vs previous 13F -1,605 shares

    0.83% of the 13F portfolio, value $3,477,417.

    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 141,654 shares
    Change vs previous 13F +9,434 shares

    0.73% of the 13F portfolio, value $2,619,182.

    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 132,220 shares
    Change vs previous 13F -1,585 shares

    0.7% of the 13F portfolio, value $2,742,243.

    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 133,805 shares
    Change vs previous 13F -400 shares

    0.81% of the 13F portfolio, value $3,117,657.

    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 134,205 shares
    Change vs previous 13F +24,494 shares

    0.71% of the 13F portfolio, value $2,481,450.

    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 109,711 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,710,394.

    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).