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Disclosery

Boltwood Capital Management: XLU position timeline

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

Boltwood Capital Management held 19,970 XLU 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 19,970 shares
    Change vs previous 13F +42 shares

    0.18% of the 13F portfolio, value $787,613.

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

  2. period ended2026-06-30
    13F 19,928 shares
    Change vs previous 13F -1,619 shares

    0.21% of the 13F portfolio, value $903,532.

    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 21,547 shares
    Change vs previous 13F +386 shares

    0.25% of the 13F portfolio, value $988,788.

    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 21,161 shares
    Change vs previous 13F +10,630 shares

    0.23% of the 13F portfolio, value $903,359.

    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 10,531 shares
    Change vs previous 13F +118 shares

    0.24% of the 13F portfolio, value $918,401.

    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 10,413 shares
    Change vs previous 13F -373 shares

    0.24% of the 13F portfolio, value $850,319.

    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 10,786 shares
    Change vs previous 13F -197 shares

    0.26% of the 13F portfolio, value $850,469.

    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 10,983 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $831,297.

    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).