Wilson & Boucher Capital Management, LLC: XLB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilson & Boucher Capital Management, LLC on XLB, newest first. How the timeline and the estimate are built.
Wilson & Boucher Capital Management, LLC held 29,534 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 29,534 sharesChange vs previous 13F -600 shares
0.88% of the 13F portfolio, value $1,501,213.
13F-HR 0001903579-26-000003 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 30,134 sharesChange vs previous 13F +150 shares
1% of the 13F portfolio, value $1,505,796.
13F-HR 0001903579-26-000002 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,984 sharesChange vs previous 13F +14,667 shares
0.89% of the 13F portfolio, value $1,359,774.
13F-HR 0001903579-26-000001 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,317 sharesChange vs previous 13F -300 shares
0.9% of the 13F portfolio, value $1,372,710.
13F-HR 0001903579-25-000003 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,617 sharesChange vs previous 13F 0 shares
0.96% of the 13F portfolio, value $1,371,329.
13F-HR 0001095449-25-000050 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,617 sharesChange vs previous 13F -751 shares
1% of the 13F portfolio, value $1,342,750.
13F-HR 0001095449-25-000040 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,368 sharesChange vs previous 13F -50 shares
0.98% of the 13F portfolio, value $1,377,204.
13F-HR 0001095449-25-000017 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,418 sharesChange vs previous 13F not available
1.09% of the 13F portfolio, value $1,582,367.
13F-HR 0001095449-24-000095 filed by Wilson & Boucher Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).