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Xcel Wealth Management, LLC: YETI position timeline

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

Xcel Wealth Management, LLC held 19,473 YETI 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 19,473 shares
    Change vs previous 13F -5,230 shares

    0.23% of the 13F portfolio, value $965,082.

    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 24,703 shares
    Change vs previous 13F -4,701 shares

    0.25% of the 13F portfolio, value $903,883.

    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 29,404 shares
    Change vs previous 13F -17,564 shares

    0.33% of the 13F portfolio, value $1,298,775.

    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 46,968 shares
    Change vs previous 13F -12,520 shares

    0.41% of the 13F portfolio, value $1,558,398.

    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 59,488 shares
    Change vs previous 13F -7,804 shares

    0.53% of the 13F portfolio, value $1,875,062.

    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 67,292 shares
    Change vs previous 13F -610 shares

    0.69% of the 13F portfolio, value $2,227,365.

    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 67,902 shares
    Change vs previous 13F -3,000 shares

    0.72% of the 13F portfolio, value $2,614,906.

    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 70,902 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,909,109.

    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).