Xcel Wealth Management, LLC
CIK 1791002 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Xcel Wealth Management, LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Aug 19, 2026 | N-PX | 0001705819-26-000062 |
| Jul 24, 2026 | 13F-HR | 0001705819-26-000046 |
| Apr 21, 2026 | 13F-HR | 0001705819-26-000027 |
| Jan 26, 2026 | 13F-HR | 0001705819-26-000013 |
| Oct 29, 2025 | 13F-HR | 0001705819-25-000071 |
| Aug 20, 2025 | N-PX | 0001705819-25-000063 |
| Jul 15, 2025 | 13F-HR | 0001705819-25-000046 |
| Apr 28, 2025 | 13F-HR | 0001705819-25-000027 |
| Feb 5, 2025 | 13F-HR | 0001705819-25-000018 |
| Feb 5, 2025 | 13F-HR | 0001705819-25-000018 |
| Oct 21, 2024 | 13F-HR | 0001705819-24-000056 |
| Aug 21, 2024 | N-PX | 0001705819-24-000048 |
| Jul 23, 2024 | 13F-HR | 0001705819-24-000039 |
| Apr 22, 2024 | 13F-HR | 0001705819-24-000025 |
| Jan 29, 2024 | 13F-HR | 0001705819-24-000011 |
| Oct 17, 2023 | 13F-HR | 0001705819-23-000077 |
| Jul 26, 2023 | 13F-HR | 0001705819-23-000065 |
| Apr 26, 2023 | 13F-HR | 0001705819-23-000049 |
| Feb 15, 2023 | 13F-HR/A | 0001705819-23-000025 |
| Jan 19, 2023 | 13F-HR | 0001705819-23-000012 |
| Oct 20, 2022 | 13F-HR | 0001705819-22-000072 |
| Jul 26, 2022 | 13F-HR | 0001705819-22-000045 |
| Apr 29, 2022 | 13F-HR | 0001705819-22-000032 |
| Feb 3, 2022 | 13F-HR | 0001705819-22-000012 |
| Oct 21, 2021 | 13F-HR | 0001705819-21-000061 |