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Disclosery

Xcel Wealth Management, LLC: Q position timeline

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

Xcel Wealth Management, LLC held 6,833 Q 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 6,833 shares
    Change vs previous 13F -35 shares

    0.27% of the 13F portfolio, value $1,115,897.

    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 6,868 shares
    Change vs previous 13F -303 shares

    0.22% of the 13F portfolio, value $792,430.

    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 7,171 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $585,512.

    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).