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Disclosery

Xcel Wealth Management, LLC: TOST position timeline

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

Xcel Wealth Management, LLC held 0 TOST 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 0 shares
    Change vs previous 13F -75,481 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 75,481 shares
    Change vs previous 13F -2,315 shares

    0.56% of the 13F portfolio, value $2,001,001.

    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 77,796 shares
    Change vs previous 13F -1,800 shares

    0.71% of the 13F portfolio, value $2,762,536.

    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 79,596 shares
    Change vs previous 13F +1,200 shares

    0.76% of the 13F portfolio, value $2,906,050.

    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 78,396 shares
    Change vs previous 13F +4,089 shares

    0.99% of the 13F portfolio, value $3,472,159.

    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 74,307 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,464,763.

    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).