Salomon & Ludwin, LLC CARE CARTER BANKSHARES INC

Ownership history in Salomon & Ludwin, LLC  ·  11 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported CARTER BANKSHARES INC (CARE) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows CARE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CARE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salomon & Ludwin, LLC's position in CARTER BANKSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CARE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Salomon & Ludwin, LLC held CARE — position size vs. price
% of Fund (quarterly)    CARE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,365 0% 0.01% $102K 2026-05-11 $26.57
2025 Q4 UNCHANGED 4,365 0% 0.01% $86K 2026-01-28 $19.84
2025 Q3 UNCHANGED 4,365 0% 0.01% $83K 2025-10-21 $18.94
2025 Q2 UNCHANGED 4,365 0% 0.01% $78K 2025-07-29 $17.57
2025 Q1 UNCHANGED 4,365 0% 0.01% $71K 2025-04-28 $15.37
2024 Q4 UNCHANGED 4,365 0% 0.01% $77K 2025-01-30 $17.77
2024 Q3 UNCHANGED 4,365 0% 0.01% $76K 2024-10-24 $18.22
2024 Q2 UNCHANGED 4,365 0% 0.01% $66K 2024-07-25 $16.72
2024 Q1 UNCHANGED 4,365 0% 0.00% $55K 2024-05-02 $12.80
2023 Q4 UNCHANGED 4,365 0% 0.01% $55K 2024-02-07 $13.37
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and CARE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Salomon & Ludwin, LLC reported owning CARE?

Salomon & Ludwin, LLC reported CARE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CARE position in Salomon & Ludwin, LLC's portfolio?

The largest reported portfolio weight for CARE was 0.01% in 2026 Q1.

What is the latest reported CARE position on this page?

The most recent filing on this page is 2026 Q1, when Salomon & Ludwin, LLC reported 4,365 shares, equal to 0.01% of portfolio, with an estimated market value of $102K.

What does the chart on this CARE ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly CARE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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