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Salomon & Ludwin, LLC: XLY position timeline

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

Salomon & Ludwin, LLC held 155,065 XLY 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 155,065 shares
    Change vs previous 13F -2,052 shares

    1.51% of the 13F portfolio, value $18,362,544.

    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 157,117 shares
    Change vs previous 13F +1,524 shares

    1.5% of the 13F portfolio, value $16,830,170.

    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 155,593 shares
    Change vs previous 13F +76,528 shares

    1.65% of the 13F portfolio, value $18,713,447.

    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 79,065 shares
    Change vs previous 13F +1,934 shares

    1.69% of the 13F portfolio, value $18,806,370.

    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 77,131 shares
    Change vs previous 13F -63 shares

    1.68% of the 13F portfolio, value $16,981,602.

    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 77,194 shares
    Change vs previous 13F +5,054 shares

    1.62% of the 13F portfolio, value $15,242,772.

    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 72,140 shares
    Change vs previous 13F -6,118 shares

    1.71% of the 13F portfolio, value $16,184,647.

    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 78,258 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $15,692,706.

    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).