Skip to content
Disclosery

Xcel Wealth Management, LLC: PLTR position timeline

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

Xcel Wealth Management, LLC held 17,343 PLTR 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 17,343 shares
    Change vs previous 13F -5,654 shares

    0.48% of the 13F portfolio, value $2,023,408.

    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 22,997 shares
    Change vs previous 13F +397 shares

    0.94% of the 13F portfolio, value $3,364,001.

    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 22,600 shares
    Change vs previous 13F -2,414 shares

    1.03% of the 13F portfolio, value $4,017,150.

    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 25,014 shares
    Change vs previous 13F +4,263 shares

    1.19% of the 13F portfolio, value $4,563,054.

    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 20,751 shares
    Change vs previous 13F +1,250 shares

    0.81% of the 13F portfolio, value $2,828,776.

    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 19,501 shares
    Change vs previous 13F +985 shares

    0.51% of the 13F portfolio, value $1,645,884.

    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 18,516 shares
    Change vs previous 13F +10,216 shares

    0.39% of the 13F portfolio, value $1,400,365.

    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 8,300 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $308,760.

    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).