Xcel Wealth Management, LLC

SEC CIK: 0001791002
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

IBRX holding history

ImmunityBio, 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.

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

Shares (Q2 2026): 30,500
Value: $267.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of IBRX by Xcel Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,500	$267.0K	0.1%	−12,600−29.2%	Reduced	Holders
Q1 2026	43,100	$330.6K	0.1%	+23,100+115.5%	Added	Holders
Q4 2025	20,000	$39.6K	<0.1%	+20,000	New	Holders