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Xcel Wealth Management, LLC: MDB position timeline

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

Xcel Wealth Management, LLC held 2,295 MDB 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 2,295 shares
    Change vs previous 13F -650 shares

    0.18% of the 13F portfolio, value $770,891.

    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 2,945 shares
    Change vs previous 13F -1,600 shares

    0.2% of the 13F portfolio, value $720,848.

    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 4,545 shares
    Change vs previous 13F -100 shares

    0.49% of the 13F portfolio, value $1,907,491.

    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 4,645 shares
    Change vs previous 13F -30 shares

    0.37% of the 13F portfolio, value $1,441,715.

    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 4,675 shares
    Change vs previous 13F -300 shares

    0.28% of the 13F portfolio, value $981,703.

    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 4,975 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $872,615.

    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 4,975 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,158,230.

    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 4,975 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,344,991.

    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).