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Disclosery

Xcel Wealth Management, LLC: RH position timeline

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

Xcel Wealth Management, LLC held 157,745 RH 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 157,745 shares
    Change vs previous 13F +21,952 shares

    6.21% of the 13F portfolio, value $25,985,334.

    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 135,793 shares
    Change vs previous 13F +25,656 shares

    5.28% of the 13F portfolio, value $18,986,577.

    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 110,137 shares
    Change vs previous 13F -15,540 shares

    5.05% of the 13F portfolio, value $19,731,044.

    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 125,677 shares
    Change vs previous 13F +11,789 shares

    6.64% of the 13F portfolio, value $25,532,539.

    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 113,888 shares
    Change vs previous 13F -13,497 shares

    6.13% of the 13F portfolio, value $21,525,971.

    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 127,385 shares
    Change vs previous 13F -1,234 shares

    9.3% of the 13F portfolio, value $29,860,318.

    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 128,619 shares
    Change vs previous 13F +4,069 shares

    14.03% of the 13F portfolio, value $50,623,152.

    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 124,550 shares
    Change vs previous 13F not available

    12.18% of the 13F portfolio, value $41,653,256.

    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).