Salomon & Ludwin, LLC IDEXY — INDUSTRIA DE DISENO TE F

Ownership history in Salomon & Ludwin, LLC  ·  10 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported INDUSTRIA DE DISENO TE F (IDEXY) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows IDEXY 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 IDEXY 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 INDUSTRIA DE DISENO TE 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

IDEXY stock page Salomon & Ludwin, LLC fund profile Salomon & Ludwin, LLC full holdings
How Salomon & Ludwin, LLC held IDEXY — position size vs. price
% of Fund (quarterly)    IDEXY 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 Q2 ADDED — — — 2,586 +616 +31.3% 0.00% $41K 2026-08-07 $16.93
2026 Q1 REDUCED — — — 1,970 -24 -1.2% 0.00% $29K 2026-05-11 $14.60
2025 Q4 ADDED — — — 1,994 +214 +12.0% 0.00% $33K 2026-01-28 $15.85
2025 Q3 ADDED — — — 1,780 +1,462 +459.7% 0.00% $25K 2025-10-21 $13.96
2025 Q2 ADDED — — — 318 +180 +130.4% 0.00% $4K 2025-07-29 $12.23
2025 Q1 REDUCED — — — 138 -4 -2.8% 0.00% $3K 2025-04-28 $13.58
2024 Q4 REDUCED — — — 142 -3 -2.1% 0.00% $4K 2025-01-30 $13.28
2024 Q3 UNCHANGED — — — 145 — 0% 0.00% $4K 2024-10-24 $14.13
2024 Q2 REDUCED — — — 145 -3 -2.0% 0.00% $4K 2024-07-25 $11.52
2024 Q1 INITIATED — — — 148 — — 0.00% $4K 2024-05-02 $10.85

🏢 Other funds also holding IDEXY

As of 2026 Q2 — sorted by position size

Ativo Capital Management LLC 3Y 7Y 1.29% Boston Common Asset Management, LLC 3Y 7Y 0.29% Azimuth Capital Investment Management LLC 3Y 0.19% HANTZ FINANCIAL SERVICES, INC. 3Y 0.05% GAMMA Investing LLC 0.01% Heritage Wealth Advisors 3Y 7Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Westside Investment Management, Inc. 3Y 7Y 0.01% Strive Financial Group ,LLC 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0%

FAQ About Salomon & Ludwin, LLC and IDEXY

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 IDEXY?

Salomon & Ludwin, LLC reported IDEXY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for IDEXY was 0.00% in 2026 Q2.

What is the latest reported IDEXY position on this page?

The most recent filing on this page is 2026 Q2, when Salomon & Ludwin, LLC reported 2,586 shares, equal to 0.00% of portfolio, with an estimated market value of $41K.

What does the chart on this IDEXY ownership page compare?

The chart compares Salomon & Ludwin, LLC's quarterly IDEXY 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 IDEXY position?

Based on 13F filing dates vs. subsequent IDEXY price moves, Salomon & Ludwin, LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on IDEXY relative to SPY over the holding period was -0.3%.

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