Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
SBCF holding history
Seacoast Banking Corp of Florida 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.
SBCF overviewAll 13F holders of SBCFFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,000
- Value
- $232.8K
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,000 | $232.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 7,000 | $212.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 7,000 | $219.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 7,000 | $213.0K | 0.1% | +7,000 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −8,358−100.0% | Sold out | Holders |
| Q1 2025 | 8,358 | $215.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 8,358 | $230.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 8,358 | $222.7K | 0.1% | +8,358 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −8,358−100.0% | Sold out | Holders |
| Q1 2024 | 8,358 | $212.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 8,358 | $237.9K | 0.1% | +8,358 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −8,358−100.0% | Sold out | Holders |
| Q4 2022 | 8,358 | $260.7K | 0.1% | +8,358 | New | Holders |