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Xcel Wealth Management, LLC: NVDA position timeline

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

Xcel Wealth Management, LLC held 85,544 NVDA 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 85,544 shares
    Change vs previous 13F -2,617 shares

    4.09% of the 13F portfolio, value $17,116,521.

    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 88,161 shares
    Change vs previous 13F -143 shares

    4.28% of the 13F portfolio, value $15,375,222.

    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 88,304 shares
    Change vs previous 13F +68 shares

    4.22% of the 13F portfolio, value $16,468,636.

    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 88,236 shares
    Change vs previous 13F -597 shares

    4.28% of the 13F portfolio, value $16,462,992.

    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 88,833 shares
    Change vs previous 13F -1,310 shares

    3.99% of the 13F portfolio, value $14,034,647.

    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 90,143 shares
    Change vs previous 13F +265 shares

    3.04% of the 13F portfolio, value $9,769,742.

    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 89,878 shares
    Change vs previous 13F -510 shares

    3.34% of the 13F portfolio, value $12,069,771.

    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 90,388 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $10,976,749.

    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).