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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

RYN holding history

Rayonier 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.

RYN overviewAll 13F holders of RYNFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of RYN by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−8,728−100.0%Sold outHolders
Q3 20258,728$231.6K0.1%+8,728NewHolders
Q2 20250$00.0%−18,879−100.0%Sold outHolders
Q1 202518,879$526.3K0.2%−2,671−12.4%ReducedHolders
Q4 202421,550$562.5K0.2%−1,500−6.5%ReducedHolders
Q3 202423,050$741.7K0.2%−550−2.3%ReducedHolders
Q2 202423,600$686.5K0.2%−2,000−7.8%ReducedHolders
Q1 202425,600$850.9K0.3%00.0%UnchangedHolders
Q4 202325,600$855.3K0.3%−1,600−5.9%ReducedHolders
Q3 202327,200$774.1K0.3%−100−0.4%ReducedHolders
Q2 202327,300$857.2K0.3%00.0%UnchangedHolders
Q1 202327,300$908.0K0.3%00.0%UnchangedHolders
Q4 202227,300$899.8K0.4%−15,050−35.5%ReducedHolders
Q3 202242,350$1.27M0.5%−13,240−23.8%ReducedHolders
Q2 202255,590$2.08M0.8%−2,125−3.7%ReducedHolders
Q1 202257,715$2.37M0.7%−3,500−5.7%ReducedHolders
Q4 202161,215$2.47M0.6%−4,575−7.0%ReducedHolders
Q3 202165,790$2.35M0.7%00.0%UnchangedHolders
Q2 202165,790$2.36M0.7%+55,690+551.4%AddedHolders
Q1 202110,100$326.0K0.1%––Holders

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