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Disclosery

Salomon & Ludwin, LLC: XLE position timeline

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

Salomon & Ludwin, LLC held 74,585 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,585 shares
    Change vs previous 13F +2,309 shares

    0.33% of the 13F portfolio, value $3,959,457.

    13F-HR 0001766156-26-000005 filed by Salomon & Ludwin, 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 72,276 shares
    Change vs previous 13F -1,019 shares

    0.38% of the 13F portfolio, value $4,271,520.

    13F-HR 0001766156-26-000003 filed by Salomon & Ludwin, 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 73,295 shares
    Change vs previous 13F +36,579 shares

    0.3% of the 13F portfolio, value $3,436,860.

    13F-HR 0001766156-26-000002 filed by Salomon & Ludwin, 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 36,716 shares
    Change vs previous 13F +3,130 shares

    0.29% of the 13F portfolio, value $3,264,441.

    13F-HR 0001766156-25-000008 filed by Salomon & Ludwin, 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 33,586 shares
    Change vs previous 13F +1,006 shares

    0.29% of the 13F portfolio, value $2,924,699.

    13F-HR 0001766156-25-000007 filed by Salomon & Ludwin, 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 32,580 shares
    Change vs previous 13F +2,293 shares

    0.32% of the 13F portfolio, value $3,045,649.

    13F-HR 0001766156-25-000005 filed by Salomon & Ludwin, 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 30,287 shares
    Change vs previous 13F -1,949 shares

    0.27% of the 13F portfolio, value $2,594,413.

    13F-HR 0001766156-25-000002 filed by Salomon & Ludwin, 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 32,236 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,833,958.

    13F-HR 0001766156-24-000005 filed by Salomon & Ludwin, LLC
    Filed (acceptance time not in the bulk data set), ingested

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