Xcel Wealth Management, LLC: LNG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Xcel Wealth Management, LLC on LNG, newest first. How the timeline and the estimate are built.
Xcel Wealth Management, LLC held 1,925 LNG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,925 sharesChange vs previous 13F +125 shares
0.11% of the 13F portfolio, value $460,094.
13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,800 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $510,768.
13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,800 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $349,902.
13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,800 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $422,964.
13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,800 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $438,336.
13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,800 sharesChange vs previous 13F +75 shares
0.13% of the 13F portfolio, value $416,520.
13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,725 sharesChange vs previous 13F +25 shares
0.1% of the 13F portfolio, value $370,651.
13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,700 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $305,728.
13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).