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Boltwood Capital Management: XLP position timeline

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

Boltwood Capital Management held 16,280 XLP 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 16,280 shares
    Change vs previous 13F +113 shares

    0.3% of the 13F portfolio, value $1,312,140.

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

  2. period ended2026-06-30
    13F 16,167 shares
    Change vs previous 13F +65 shares

    0.31% of the 13F portfolio, value $1,342,964.

    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 16,102 shares
    Change vs previous 13F +323 shares

    0.34% of the 13F portfolio, value $1,320,013.

    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 15,779 shares
    Change vs previous 13F +109 shares

    0.32% of the 13F portfolio, value $1,225,686.

    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 15,670 shares
    Change vs previous 13F +257 shares

    0.33% of the 13F portfolio, value $1,228,030.

    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 15,413 shares
    Change vs previous 13F -348 shares

    0.35% of the 13F portfolio, value $1,247,962.

    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 15,761 shares
    Change vs previous 13F +280 shares

    0.39% of the 13F portfolio, value $1,287,172.

    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 15,481 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,216,934.

    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).