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Disclosery

Boltwood Capital Management: XLRE position timeline

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

Boltwood Capital Management held 15,680 XLRE 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 15,680 shares
    Change vs previous 13F -69 shares

    0.14% of the 13F portfolio, value $641,482.

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

  2. period ended2026-06-30
    13F 15,749 shares
    Change vs previous 13F +147 shares

    0.16% of the 13F portfolio, value $693,442.

    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 15,602 shares
    Change vs previous 13F -61 shares

    0.16% of the 13F portfolio, value $637,043.

    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 15,663 shares
    Change vs previous 13F -467 shares

    0.16% of the 13F portfolio, value $632,015.

    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 16,130 shares
    Change vs previous 13F -275 shares

    0.18% of the 13F portfolio, value $679,570.

    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 16,405 shares
    Change vs previous 13F -56 shares

    0.19% of the 13F portfolio, value $679,508.

    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 16,461 shares
    Change vs previous 13F -445 shares

    0.21% of the 13F portfolio, value $688,906.

    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 16,906 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $687,580.

    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).