Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CLF holding history

Cleveland-Cliffs 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.

CLF overview All 13F holders of CLF Full Q2 2026 holdings

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of CLF by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−25,700−100.0%	Sold out	Holders
Q4 2021	25,700	$559.0K	0.1%	+4,099+19.0%	Added	Holders
Q3 2021	21,601	$428.0K	0.1%	+8,400+63.6%	Added	Holders
Q2 2021	13,201	$285.0K	0.1%	+13,201	New	Holders