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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

BLMN holding history

Bloomin' Brands, Inc. 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.

BLMN overviewAll 13F holders of BLMNFull Q2 2026 holdings

Shares (Q2 2026)
10,521
Value
$96.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BLMN by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,521$96.2K<0.1%−8,028−43.3%ReducedHolders
Q1 202618,549$100.2K<0.1%−6,506−26.0%ReducedHolders
Q4 202525,055$154.6K<0.1%−12,775−33.8%ReducedHolders
Q3 202537,830$271.2K0.1%−44,824−54.2%ReducedHolders
Q2 202582,654$711.7K0.2%−384,666−82.3%ReducedHolders
Q1 2025467,320$3.35M1.0%+45,206+10.7%AddedHolders
Q4 2024422,114$5.15M1.4%+174,036+70.2%AddedHolders
Q3 2024248,078$4.10M1.2%+40,225+19.4%AddedHolders
Q2 2024207,853$4.00M1.3%+44,187+27.0%AddedHolders
Q1 2024163,666$4.69M1.5%−23,260−12.4%ReducedHolders
Q4 2023186,926$5.26M1.8%−19,900−9.6%ReducedHolders
Q3 2023206,826$5.09M2.0%−4,214−2.0%ReducedHolders
Q2 2023211,040$5.67M1.8%+1,200+0.6%AddedHolders
Q1 2023209,840$5.38M1.9%−14,400−6.4%ReducedHolders
Q4 2022224,240$4.51M1.8%−161,730−41.9%ReducedHolders
Q3 2022385,970$7.08M2.6%+20,810+5.7%AddedHolders
Q2 2022365,160$6.07M2.2%−79,400−17.9%ReducedHolders
Q1 2022444,560$9.75M2.7%+54,000+13.8%AddedHolders
Q4 2021390,560$8.19M2.1%+205,225+110.7%AddedHolders
Q3 2021185,335$4.63M1.3%−147,940−44.4%ReducedHolders
Q2 2021333,275$9.04M2.7%−15,900−4.6%ReducedHolders
Q1 2021349,175$9.45M3.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.