Skip to content
Disclosery

Xcel Wealth Management, LLC: RSP position timeline

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

Xcel Wealth Management, LLC held 3,363 RSP 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 3,363 shares
    Change vs previous 13F +1,890 shares

    0.17% of the 13F portfolio, value $715,546.

    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 1,473 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $282,698.

    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).