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Disclosery

Xcel Wealth Management, LLC: WMT position timeline

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

Xcel Wealth Management, LLC held 35,184 WMT 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 35,184 shares
    Change vs previous 13F -5,261 shares

    0.95% of the 13F portfolio, value $3,984,940.

    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 40,445 shares
    Change vs previous 13F -9,405 shares

    1.4% of the 13F portfolio, value $5,026,505.

    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 49,850 shares
    Change vs previous 13F -280 shares

    1.42% of the 13F portfolio, value $5,553,789.

    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 50,130 shares
    Change vs previous 13F -300 shares

    1.34% of the 13F portfolio, value $5,166,398.

    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 50,430 shares
    Change vs previous 13F -2,308 shares

    1.4% of the 13F portfolio, value $4,931,045.

    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 52,738 shares
    Change vs previous 13F -7,228 shares

    1.44% of the 13F portfolio, value $4,629,869.

    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 59,966 shares
    Change vs previous 13F -3,347 shares

    1.5% of the 13F portfolio, value $5,417,928.

    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 63,313 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,112,525.

    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).