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Disclosery

Boltwood Capital Management: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Boltwood Capital Management on BX, newest first. How the timeline and the estimate are built.

Boltwood Capital Management held 9,221 BX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,221 shares
    Change vs previous 13F +225 shares

    0.23% of the 13F portfolio, value $1,033,582.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,996 shares
    Change vs previous 13F -155 shares

    0.24% of the 13F portfolio, value $1,058,559.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 9,151 shares
    Change vs previous 13F +214 shares

    0.27% of the 13F portfolio, value $1,052,273.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,937 shares
    Change vs previous 13F -7 shares

    0.36% of the 13F portfolio, value $1,377,549.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,944 shares
    Change vs previous 13F +15 shares

    0.41% of the 13F portfolio, value $1,528,082.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,929 shares
    Change vs previous 13F +440 shares

    0.38% of the 13F portfolio, value $1,335,600.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 8,489 shares
    Change vs previous 13F +2,588 shares

    0.36% of the 13F portfolio, value $1,186,592.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,901 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,017,450.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).