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Wilson & Boucher Capital Management, LLC: XLF position timeline

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

Wilson & Boucher Capital Management, LLC held 17,725 XLF 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 17,725 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $950,237.

    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 17,725 shares
    Change vs previous 13F +500 shares

    0.58% of the 13F portfolio, value $875,083.

    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 17,225 shares
    Change vs previous 13F +750 shares

    0.62% of the 13F portfolio, value $943,413.

    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 16,475 shares
    Change vs previous 13F -650 shares

    0.58% of the 13F portfolio, value $887,508.

    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 17,125 shares
    Change vs previous 13F +1,000 shares

    0.63% of the 13F portfolio, value $896,836.

    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 16,125 shares
    Change vs previous 13F +3,475 shares

    0.6% of the 13F portfolio, value $803,186.

    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 12,650 shares
    Change vs previous 13F +4,800 shares

    0.43% of the 13F portfolio, value $611,375.

    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 7,850 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $355,762.

    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).