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Salomon & Ludwin, LLC: XLU position timeline

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

Salomon & Ludwin, LLC held 4,680 XLU 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 4,680 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $209,524.

    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 4,688 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $217,242.

    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 4,688 shares
    Change vs previous 13F +2,250 shares

    0.02% of the 13F portfolio, value $200,178.

    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 2,438 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $216,763.

    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 2,439 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $198,120.

    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 2,439 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $192,315.

    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 2,439 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $184,608.

    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 2,397 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $193,630.

    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).