Wilson & Boucher Capital Management, LLC: XLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilson & Boucher Capital Management, LLC on XLV, newest first. How the timeline and the estimate are built.
Wilson & Boucher Capital Management, LLC held 14,554 XLV shares at 2026-06-30 per its 13F-HR filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F 14,554 sharesChange vs previous 13F -455 shares
1.36% of the 13F portfolio, value $2,309,138.
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 15,009 sharesChange vs previous 13F -405 shares
1.46% of the 13F portfolio, value $2,200,469.
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 15,414 sharesChange vs previous 13F -300 shares
1.57% of the 13F portfolio, value $2,386,087.
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 15,714 sharesChange vs previous 13F -1,375 shares
1.44% of the 13F portfolio, value $2,186,917.
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 17,089 sharesChange vs previous 13F +575 shares
1.61% of the 13F portfolio, value $2,303,426.
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 16,514 sharesChange vs previous 13F +850 shares
1.8% of the 13F portfolio, value $2,411,209.
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 15,664 sharesChange vs previous 13F +225 shares
1.53% of the 13F portfolio, value $2,154,896.
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 15,439 sharesChange vs previous 13F not available
1.64% of the 13F portfolio, value $2,377,915.
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).