Salomon & Ludwin, LLC HEINY — HEINEKEN N V F

Ownership history in Salomon & Ludwin, LLC  ·  4 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported HEINEKEN N V F (HEINY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows HEINY at 0.00% 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.

What this HEINY 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 HEINEKEN N V F, 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

HEINY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

HEINY stock page Salomon & Ludwin, LLC fund profile Salomon & Ludwin, LLC full holdings
How Salomon & Ludwin, LLC held HEINY — position size vs. price
% of Fund (quarterly)    HEINY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 234 +51 +27.9% 0.00% $9K 2026-05-11 $38.14
2025 Q4 REDUCED 25.3% -5.7% ✅ 183 -62 -25.3% 0.00% $7K 2026-01-28 $39.46
2025 Q3 ADDED — — — 245 +236 +2622.2% 0.00% $10K 2025-10-21 $40.12
2025 Q2 INITIATED — — — 9 — — 0.00% $407 2025-07-29 $40.73

🏢 Other funds also holding HEINY

As of 2026 Q1 — sorted by position size

Aristotle Capital Management, LLC 3Y 7Y 0.1% AdvisorShares Investments LLC 3Y 0.06% STUDIO INVESTMENT MANAGEMENT LLC 3Y 0.04% HANTZ FINANCIAL SERVICES, INC. 3Y 0.02% Sterling Capital Management LLC 3Y 7Y 0.01% GAMMA Investing LLC 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.0% Financial Gravity Asset Management, Inc. 3Y 7Y 0.0% NBC SECURITIES, INC. 0.0% Archer Investment Corp 3Y 0.0%

FAQ About Salomon & Ludwin, LLC and HEINY

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 HEINY?

Salomon & Ludwin, LLC reported HEINY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for HEINY was 0.00% in 2025 Q3.

What is the latest reported HEINY position on this page?

The most recent filing on this page is 2026 Q1, when Salomon & Ludwin, LLC reported 234 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this HEINY ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly HEINY 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.

How well did Salomon & Ludwin, LLC time their HEINY position?

Based on 13F filing dates vs. subsequent HEINY price moves, Salomon & Ludwin, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on HEINY relative to SPY over the holding period was -25.1%.

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