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FERGUSON WELLMAN CAPITAL MANAGEMENT, INC: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FERGUSON WELLMAN CAPITAL MANAGEMENT, INC on XLY, newest first. How the timeline and the estimate are built.

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC held 30,142 XLY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,142 shares
    Change vs previous 13F -3,670 shares

    0.04% of the 13F portfolio, value $3,280,655.

    13F-HR 0000869353-26-000008 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,812 shares
    Change vs previous 13F -5,343 shares

    0.05% of the 13F portfolio, value $3,965,471.

    13F-HR 0000869353-26-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    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 39,155 shares
    Change vs previous 13F -87,000 shares

    0.06% of the 13F portfolio, value $4,267,112.

    13F-HR 0000869353-26-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    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 126,155 shares
    Change vs previous 13F +109,592 shares

    0.24% of the 13F portfolio, value $15,064,169.

    13F-HR 0000869353-26-000001 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    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 16,563 shares
    Change vs previous 13F -4,120 shares

    0.06% of the 13F portfolio, value $3,969,157.

    13F-HR 0000869353-25-000009 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    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 20,683 shares
    Change vs previous 13F -387 shares

    0.08% of the 13F portfolio, value $4,495,036.

    13F-HR 0000869353-25-000005 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    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 21,070 shares
    Change vs previous 13F -1,026 shares

    0.08% of the 13F portfolio, value $4,160,482.

    13F-HR 0000869353-25-000004 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    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 22,096 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,957,238.

    13F-HR 0000869353-25-000002 filed by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).