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Disclosery

Boltwood Capital Management: SPEM position timeline

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

Boltwood Capital Management held 112,573 SPEM 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 112,573 shares
    Change vs previous 13F +69 shares

    1.31% of the 13F portfolio, value $5,826,778.

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

  2. period ended2026-06-30
    13F 112,504 shares
    Change vs previous 13F +269 shares

    1.33% of the 13F portfolio, value $5,825,457.

    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 112,235 shares
    Change vs previous 13F +1,435 shares

    1.34% of the 13F portfolio, value $5,264,944.

    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 110,800 shares
    Change vs previous 13F -110 shares

    1.35% of the 13F portfolio, value $5,186,548.

    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 110,910 shares
    Change vs previous 13F -1,330 shares

    1.38% of the 13F portfolio, value $5,191,697.

    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 112,240 shares
    Change vs previous 13F +530 shares

    1.36% of the 13F portfolio, value $4,797,138.

    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 111,710 shares
    Change vs previous 13F +315 shares

    1.34% of the 13F portfolio, value $4,398,023.

    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 111,395 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $4,274,226.

    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).