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Boltwood Capital Management: XLK position timeline

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

Boltwood Capital Management held 55,992 XLK 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 55,992 shares
    Change vs previous 13F +185 shares

    2.47% of the 13F portfolio, value $10,960,434.

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

  2. period ended2026-06-30
    13F 55,807 shares
    Change vs previous 13F -374 shares

    2.44% of the 13F portfolio, value $10,632,350.

    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 56,181 shares
    Change vs previous 13F +2,083 shares

    1.9% of the 13F portfolio, value $7,466,455.

    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 54,098 shares
    Change vs previous 13F +27,198 shares

    2.03% of the 13F portfolio, value $7,788,489.

    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 26,900 shares
    Change vs previous 13F +233 shares

    2.02% of the 13F portfolio, value $7,582,034.

    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 26,667 shares
    Change vs previous 13F +1,174 shares

    1.92% of the 13F portfolio, value $6,752,884.

    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 25,493 shares
    Change vs previous 13F +1,171 shares

    1.6% of the 13F portfolio, value $5,263,795.

    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 24,322 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $5,655,351.

    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).