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Wilson & Boucher Capital Management, LLC: XLE position timeline

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

Wilson & Boucher Capital Management, LLC held 24,903 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,903 shares
    Change vs previous 13F -399 shares

    0.78% of the 13F portfolio, value $1,322,590.

    13F-HR 0001903579-26-000003 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 25,302 shares
    Change vs previous 13F +100 shares

    1.03% of the 13F portfolio, value $1,550,011.

    13F-HR 0001903579-26-000002 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 25,202 shares
    Change vs previous 13F +12,501 shares

    0.74% of the 13F portfolio, value $1,126,763.

    13F-HR 0001903579-26-000001 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,701 shares
    Change vs previous 13F -199 shares

    0.75% of the 13F portfolio, value $1,134,692.

    13F-HR 0001903579-25-000003 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,900 shares
    Change vs previous 13F -200 shares

    0.76% of the 13F portfolio, value $1,094,088.

    13F-HR 0001095449-25-000050 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,100 shares
    Change vs previous 13F +1,030 shares

    0.91% of the 13F portfolio, value $1,224,202.

    13F-HR 0001095449-25-000040 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 12,070 shares
    Change vs previous 13F -199 shares

    0.73% of the 13F portfolio, value $1,033,893.

    13F-HR 0001095449-25-000017 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,269 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,077,250.

    13F-HR 0001095449-24-000095 filed by Wilson & Boucher Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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