EL β€” LAUDER ESTEE COS INC

Ownership history in Salvus Wealth Management, LLC  Β·  21 quarters on record

AI Ownership Summary

Salvus Wealth Management, LLC reported LAUDER ESTEE COS INC (EL) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.79% in 2023 Q4. The latest visible filing shows EL at 1.83% 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 EL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Salvus Wealth Management, LLC's position in LAUDER ESTEE COS 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
2025 Q4

EL was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.79% in 2023 Q4

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 2025 Q4

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 Salvus Wealth Management, LLC held EL β€” position size vs. price
% of Fund (quarterly)    EL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 31,178 +7 +0.0% 1.83% $3.3M 2026-02-14 (Est.) $107.90
2025 Q3 REDUCED 31,171 -288 -0.9% 1.53% $2.7M 2025-10-14 $94.35
2025 Q2 REDUCED 31,459 -1,557 -4.7% 1.48% $2.5M 2025-07-14 $88.64
2025 Q1 UNCHANGED 33,016 β€” 0% 1.37% $2.2M 2025-04-10 $52.46
2024 Q4 UNCHANGED 33,016 β€” 0% 1.58% $2.5M 2025-01-15 $73.00
2024 Q3 UNCHANGED 33,016 β€” 0% 2.02% $3.3M 2024-10-07 $93.64
2024 Q2 REDUCED 33,016 -335 -1.0% 2.41% $3.5M 2024-07-17 $97.44
2024 Q1 REDUCED 33,351 -3,068 -8.4% 3.51% $5.1M 2024-04-12 $133.61
2023 Q4 REDUCED 36,419 -850 -2.3% 3.79% $5.3M 2024-01-09 $133.46
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Salvus Wealth Management, LLC and EL

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

How long has Salvus Wealth Management, LLC reported owning EL?

Salvus Wealth Management, LLC reported EL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EL position in Salvus Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EL was 3.79% in 2023 Q4.

What is the latest reported EL position on this page?

The most recent filing on this page is 2025 Q4, when Salvus Wealth Management, LLC reported 31,178 shares, equal to 1.83% of portfolio, with an estimated market value of $3.3M.

What does the chart on this EL ownership page compare?

The chart compares Salvus Wealth Management, LLC's quarterly EL 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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