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Boltwood Capital Management: XLF position timeline

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

Boltwood Capital Management held 45,956 XLF 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 45,956 shares
    Change vs previous 13F +394 shares

    0.55% of the 13F portfolio, value $2,454,038.

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

  2. period ended2026-06-30
    13F 45,562 shares
    Change vs previous 13F +309 shares

    0.56% of the 13F portfolio, value $2,442,566.

    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 45,253 shares
    Change vs previous 13F +1,147 shares

    0.57% of the 13F portfolio, value $2,234,129.

    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 44,106 shares
    Change vs previous 13F +594 shares

    0.63% of the 13F portfolio, value $2,415,673.

    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 43,512 shares
    Change vs previous 13F +981 shares

    0.62% of the 13F portfolio, value $2,343,979.

    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 42,531 shares
    Change vs previous 13F +1,904 shares

    0.63% of the 13F portfolio, value $2,227,336.

    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 40,627 shares
    Change vs previous 13F +1,061 shares

    0.62% of the 13F portfolio, value $2,023,619.

    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 39,566 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,912,214.

    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).