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Disclosery

Boltwood Capital Management: XLC position timeline

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

Boltwood Capital Management held 21,617 XLC 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 21,617 shares
    Change vs previous 13F +407 shares

    0.54% of the 13F portfolio, value $2,398,838.

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

  2. period ended2026-06-30
    13F 21,210 shares
    Change vs previous 13F +664 shares

    0.52% of the 13F portfolio, value $2,272,227.

    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 20,546 shares
    Change vs previous 13F +1,222 shares

    0.58% of the 13F portfolio, value $2,277,730.

    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 19,324 shares
    Change vs previous 13F +594 shares

    0.59% of the 13F portfolio, value $2,274,821.

    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 18,730 shares
    Change vs previous 13F +700 shares

    0.59% of the 13F portfolio, value $2,217,070.

    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 18,030 shares
    Change vs previous 13F +244 shares

    0.56% of the 13F portfolio, value $1,956,796.

    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 17,786 shares
    Change vs previous 13F +99 shares

    0.52% of the 13F portfolio, value $1,715,460.

    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 17,687 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,712,278.

    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).