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Disclosery

Boltwood Capital Management: XLV position timeline

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

Boltwood Capital Management held 20,147 XLV 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 20,147 shares
    Change vs previous 13F -31 shares

    0.77% of the 13F portfolio, value $3,393,111.

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

  2. period ended2026-06-30
    13F 20,178 shares
    Change vs previous 13F +756 shares

    0.73% of the 13F portfolio, value $3,201,397.

    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 19,422 shares
    Change vs previous 13F +646 shares

    0.73% of the 13F portfolio, value $2,847,419.

    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 18,776 shares
    Change vs previous 13F +237 shares

    0.76% of the 13F portfolio, value $2,906,482.

    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 18,539 shares
    Change vs previous 13F +522 shares

    0.69% of the 13F portfolio, value $2,580,034.

    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 18,017 shares
    Change vs previous 13F -139 shares

    0.69% of the 13F portfolio, value $2,428,474.

    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 18,156 shares
    Change vs previous 13F -65 shares

    0.81% of the 13F portfolio, value $2,650,917.

    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 18,221 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,506,625.

    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).