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Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

WKHS holding history

Workhorse Group 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.

WKHS overviewAll 13F holders of WKHSFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2023
Holdings of WKHS by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−11,528−100.0%Sold outHolders
Q2 202311,528$10.0K<0.1%+11,528NewHolders