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Xcel Wealth Management, LLC: T position timeline

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

Xcel Wealth Management, LLC held 24,447 T 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 24,447 shares
    Change vs previous 13F -16,325 shares

    0.12% of the 13F portfolio, value $506,050.

    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 40,772 shares
    Change vs previous 13F -11,280 shares

    0.33% of the 13F portfolio, value $1,181,985.

    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 52,052 shares
    Change vs previous 13F +519 shares

    0.33% of the 13F portfolio, value $1,292,962.

    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 51,533 shares
    Change vs previous 13F -4,716 shares

    0.38% of the 13F portfolio, value $1,455,304.

    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 56,249 shares
    Change vs previous 13F -11,811 shares

    0.46% of the 13F portfolio, value $1,627,853.

    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 68,060 shares
    Change vs previous 13F -2,934 shares

    0.6% of the 13F portfolio, value $1,924,746.

    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 70,994 shares
    Change vs previous 13F -929 shares

    0.45% of the 13F portfolio, value $1,616,535.

    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 71,923 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,582,305.

    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).