Skip to content
Disclosery

Xcel Wealth Management, LLC: SHOP position timeline

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

Xcel Wealth Management, LLC held 4,052 SHOP 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 4,052 shares
    Change vs previous 13F -715 shares

    0.11% of the 13F portfolio, value $462,657.

    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 4,767 shares
    Change vs previous 13F -279 shares

    0.16% of the 13F portfolio, value $565,462.

    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 5,046 shares
    Change vs previous 13F -55 shares

    0.21% of the 13F portfolio, value $812,255.

    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 5,101 shares
    Change vs previous 13F -30 shares

    0.2% of the 13F portfolio, value $758,060.

    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 5,131 shares
    Change vs previous 13F -1,233 shares

    0.17% of the 13F portfolio, value $591,861.

    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 6,364 shares
    Change vs previous 13F -1,332 shares

    0.19% of the 13F portfolio, value $607,635.

    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 7,696 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $818,316.

    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 7,696 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $616,757.

    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).