Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
TOST holding history
Toast, 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.
TOST overviewAll 13F holders of TOSTFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −75,481−100.0% | Sold out | Holders |
| Q1 2026 | 75,481 | $2.00M | 0.6% | −2,315−3.0% | Reduced | Holders |
| Q4 2025 | 77,796 | $2.76M | 0.7% | −1,800−2.3% | Reduced | Holders |
| Q3 2025 | 79,596 | $2.91M | 0.8% | +1,200+1.5% | Added | Holders |
| Q2 2025 | 78,396 | $3.47M | 1.0% | +4,089+5.5% | Added | Holders |
| Q1 2025 | 74,307 | $2.46M | 0.8% | +74,307 | New | Holders |