Skip to content
Disclosery

Salomon & Ludwin, LLC: XLV position timeline

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

Salomon & Ludwin, LLC held 99,600 XLV 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 99,600 shares
    Change vs previous 13F -950 shares

    1.31% of the 13F portfolio, value $15,932,263.

    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 100,550 shares
    Change vs previous 13F +1,790 shares

    1.31% of the 13F portfolio, value $14,642,555.

    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 98,760 shares
    Change vs previous 13F -2,080 shares

    1.35% of the 13F portfolio, value $15,307,061.

    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 100,840 shares
    Change vs previous 13F +5,527 shares

    1.31% of the 13F portfolio, value $14,603,666.

    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 95,313 shares
    Change vs previous 13F +1,154 shares

    1.28% of the 13F portfolio, value $12,916,913.

    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 94,159 shares
    Change vs previous 13F +5,400 shares

    1.47% of the 13F portfolio, value $13,751,869.

    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 88,759 shares
    Change vs previous 13F -3,744 shares

    1.29% of the 13F portfolio, value $12,210,560.

    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 92,503 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $14,261,119.

    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).