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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

IP holding history

International Paper 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.

IP overviewAll 13F holders of IPFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of IP by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,801−100.0%Sold outHolders
Q4 20255,801$228.5K0.1%00.0%UnchangedHolders
Q3 20255,801$269.2K0.1%−150−2.5%ReducedHolders
Q2 20255,951$278.7K0.1%−50−0.8%ReducedHolders
Q1 20256,001$320.2K0.1%−100−1.6%ReducedHolders
Q4 20246,101$328.4K0.1%00.0%UnchangedHolders
Q3 20246,101$298.0K0.1%00.0%UnchangedHolders
Q2 20246,101$263.3K0.1%−38−0.6%ReducedHolders
Q1 20246,139$239.5K0.1%+39+0.6%AddedHolders
Q4 20236,100$220.5K0.1%00.0%UnchangedHolders
Q3 20236,100$216.4K0.1%−4,135−40.4%ReducedHolders
Q2 202310,235$325.6K0.1%−302−2.9%ReducedHolders
Q1 202310,537$380.0K0.1%+343+3.4%AddedHolders
Q4 202210,194$353.0K0.1%00.0%UnchangedHolders
Q3 202210,194$323.0K0.1%00.0%UnchangedHolders
Q2 202210,194$426.0K0.2%+20.0%AddedHolders
Q1 202210,192$470.0K0.1%+1,215+13.5%AddedHolders
Q4 20218,977$422.0K0.1%+20.0%AddedHolders
Q3 20218,975$502.0K0.1%+300+3.5%AddedHolders
Q2 20218,675$532.0K0.2%−14,375−62.4%ReducedHolders
Q1 202123,050$1.25M0.4%––Holders

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