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Boltwood Capital Management: XLI position timeline

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

Boltwood Capital Management held 14,033 XLI 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 14,033 shares
    Change vs previous 13F +227 shares

    0.53% of the 13F portfolio, value $2,343,230.

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

  2. period ended2026-06-30
    13F 13,806 shares
    Change vs previous 13F -176 shares

    0.59% of the 13F portfolio, value $2,557,285.

    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 13,982 shares
    Change vs previous 13F +141 shares

    0.58% of the 13F portfolio, value $2,261,309.

    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 13,841 shares
    Change vs previous 13F +154 shares

    0.56% of the 13F portfolio, value $2,147,016.

    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 13,687 shares
    Change vs previous 13F +135 shares

    0.56% of the 13F portfolio, value $2,110,946.

    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 13,552 shares
    Change vs previous 13F +81 shares

    0.57% of the 13F portfolio, value $1,999,191.

    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 13,471 shares
    Change vs previous 13F +170 shares

    0.54% of the 13F portfolio, value $1,765,644.

    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 13,301 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,752,540.

    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).