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Xcel Wealth Management, LLC → LEVI
Xcel Wealth Management, LLC LEVI Position History
Levi Strauss & Co. • Consumer Cyclical
Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $2.7M |
| Q1 2026 | $2.6M |
| Q2 2026 | $3.5M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 129.1K | — | — |
| Q2 2026 | $3.5M | 140.0K | — | — |
| Q1 2026 | $2.6M | 141.7K | — | — |
| Q4 2025 | $2.7M | 132.2K | — | — |
| Q3 2025 | $3.1M | 133.8K | — | — |
Other funds holding LEVI
$192.9M
$178.6M
$158.8M
$150.2M
$134.8M
$119.8M
$97.9M