Salomon & Ludwin, LLC SSEZY — SSE PLC F

Ownership history in Salomon & Ludwin, LLC  ·  5 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported SSE PLC F (SSEZY) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows SSEZY 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 SSEZY 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 SSE PLC 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

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

High-water mark
Peak Conviction
0.0% 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
2025 Q2 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.

SSEZY stock page Salomon & Ludwin, LLC fund profile Salomon & Ludwin, LLC full holdings
How Salomon & Ludwin, LLC held SSEZY — position size vs. price
% of Fund (quarterly)    SSEZY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 933 +104 +12.5% 0.00% $30K 2026-08-07 $32.14
2026 Q1 ADDED — — — 829 +166 +25.0% 0.00% $30K 2026-05-11 $33.55
2025 Q4 UNCHANGED — — — 663 — 0% 0.00% $20K 2026-01-28 $32.81
2025 Q3 ADDED — — — 663 +653 +6530.0% 0.00% $16K 2025-10-21 $24.78
2025 Q2 INITIATED — — — 10 — — 0.00% $251 2025-07-29 $24.10

🏢 Other funds also holding SSEZY

As of 2026 Q2 — sorted by position size

Ramirez Asset Management, Inc. 0.79% Boston Common Asset Management, LLC 3Y 7Y 0.37% GAMMA Investing LLC 0.01% Sterling Capital Management LLC 3Y 7Y 0.01% Westside Investment Management, Inc. 3Y 7Y 0.0% RHUMBLINE ADVISERS 3Y 7Y 0.0% IMA Advisory Services, Inc. 3Y 7Y 0.0% First Command Advisory Services, Inc. 3Y 7Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0%

FAQ About Salomon & Ludwin, LLC and SSEZY

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 SSEZY?

Salomon & Ludwin, LLC reported SSEZY across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for SSEZY was 0.00% in 2026 Q1.

What is the latest reported SSEZY position on this page?

The most recent filing on this page is 2026 Q2, when Salomon & Ludwin, LLC reported 933 shares, equal to 0.00% of portfolio, with an estimated market value of $30K.

What does the chart on this SSEZY ownership page compare?

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

Based on 13F filing dates vs. subsequent SSEZY price moves, Salomon & Ludwin, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SSEZY relative to SPY over the holding period was +8.2%.

← Back to Salomon & Ludwin, LLC Holdings