Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
SIBN holding history
SI-BONE, 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.
SIBN overviewAll 13F holders of SIBNFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −14,290−100.0% | Sold out | Holders |
| Q2 2023 | 14,290 | $385.5K | 0.1% | −9,575−40.1% | Reduced | Holders |
| Q1 2023 | 23,865 | $469.4K | 0.2% | −2,460−9.3% | Reduced | Holders |
| Q4 2022 | 26,325 | $358.0K | 0.1% | −17,400−39.8% | Reduced | Holders |
| Q3 2022 | 43,725 | $763.0K | 0.3% | +5,050+13.1% | Added | Holders |
| Q2 2022 | 38,675 | $511.0K | 0.2% | −1,400−3.5% | Reduced | Holders |
| Q1 2022 | 40,075 | $906.0K | 0.2% | −14,250−26.2% | Reduced | Holders |
| Q4 2021 | 54,325 | $1.21M | 0.3% | +15,075+38.4% | Added | Holders |
| Q3 2021 | 39,250 | $841.0K | 0.2% | +20,250+106.6% | Added | Holders |
| Q2 2021 | 19,000 | $598.0K | 0.2% | +19,000 | New | Holders |