Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

DIS holding history

Walt Disney Co 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.

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

Shares (Q2 2026): 7,365
Value: $708.9K
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of DIS by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,365	$708.9K	0.2%	−10,447−58.7%	Reduced	Holders
Q1 2026	17,812	$1.72M	0.5%	−7,956−30.9%	Reduced	Holders
Q4 2025	25,768	$2.93M	0.8%	−14,927−36.7%	Reduced	Holders
Q3 2025	40,695	$4.66M	1.2%	−1,860−4.4%	Reduced	Holders
Q2 2025	42,555	$5.28M	1.5%	+446+1.1%	Added	Holders
Q1 2025	42,109	$4.16M	1.3%	+6,397+17.9%	Added	Holders
Q4 2024	35,712	$3.98M	1.1%	+6,027+20.3%	Added	Holders
Q3 2024	29,685	$2.86M	0.8%	+8,511+40.2%	Added	Holders
Q2 2024	21,174	$2.10M	0.7%	−198−0.9%	Reduced	Holders
Q1 2024	21,372	$2.62M	0.8%	−3,500−14.1%	Reduced	Holders
Q4 2023	24,872	$2.25M	0.8%	−1,729−6.5%	Reduced	Holders
Q3 2023	26,601	$2.16M	0.9%	−4,069−13.3%	Reduced	Holders
Q2 2023	30,670	$2.74M	0.9%	+5,901+23.8%	Added	Holders
Q1 2023	24,769	$2.48M	0.9%	−328−1.3%	Reduced	Holders
Q4 2022	25,097	$2.18M	0.9%	−12,762−33.7%	Reduced	Holders
Q3 2022	37,859	$3.57M	1.3%	−1,298−3.3%	Reduced	Holders
Q2 2022	39,157	$3.70M	1.3%	+9,896+33.8%	Added	Holders
Q1 2022	29,261	$4.01M	1.1%	+6,530+28.7%	Added	Holders
Q4 2021	22,731	$3.52M	0.9%	+9,395+70.4%	Added	Holders
Q3 2021	13,336	$2.26M	0.7%	+2,420+22.2%	Added	Holders
Q2 2021	10,916	$1.92M	0.6%	+3,416+45.5%	Added	Holders
Q1 2021	7,500	$1.38M	0.5%	–	–	Holders

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