Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
B holding history
Barrick Mining Corp in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
B overviewAll 13F holders of BFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,723
- Value
- $357.1K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,723 | $357.1K | 0.1% | −3,350−25.6% | Reduced | Holders |
| Q1 2026 | 13,073 | $533.2K | 0.1% | +73+0.6% | Added | Holders |
| Q4 2025 | 13,000 | $566.1K | 0.1% | −11,725−47.4% | Reduced | Holders |
| Q3 2025 | 24,725 | $810.2K | 0.2% | −8,325−25.2% | Reduced | Holders |
| Q2 2025 | 33,050 | $688.1K | 0.2% | +33,050 | New | Holders |