Back to F-PD
Xcel Wealth Management, LLC → F-PD
Xcel Wealth Management, LLC F-PD Position History
Ford Motor Company 6.500% Notes • Manufacturing
Quarters held
5
Latest value
$9.2M
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.7M |
| Q4 2025 | $14.2M |
| Q1 2026 | $11.9M |
| Q2 2026 | $11.7M |
| Q3 2026 | $9.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.2M | 760.9K | — | — |
| Q2 2026 | $11.7M | 843.8K | — | — |
| Q1 2026 | $11.9M | 1.03M | — | — |
| Q4 2025 | $14.2M | 1.08M | — | — |
| Q3 2025 | $12.7M | 1.06M | — | — |