Salomon & Ludwin, LLC BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF

Ownership history in Salomon & Ludwin, LLC  ·  17 quarters on record

AI Ownership Summary

Salomon & Ludwin, LLC reported SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF (BIL) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.88% in 2025 Q1. The latest visible filing shows BIL at 4.33% 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 BIL 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 SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF, 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

BIL was reported at 4.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.88% in 2025 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 BIL — position size vs. price
% of Fund (quarterly)    BIL 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 REDUCED 529,388 -1,730 -0.3% 4.33% $48.5M 2026-05-11 $91.48
2025 Q4 ADDED 531,118 +8,791 +1.7% 4.29% $48.5M 2026-01-28 $90.56
2025 Q3 ADDED 522,327 +5,386 +1.0% 4.30% $47.8M 2025-10-21 $89.66
2025 Q2 ADDED 516,941 +18,003 +3.6% 4.67% $47.3M 2025-07-29 $88.82
2025 Q1 ADDED 498,938 +16,467 +3.4% 4.88% $45.8M 2025-04-28 $87.90
2024 Q4 REDUCED 482,471 -856 -0.2% 4.67% $44.1M 2025-01-30 $87.01
2024 Q3 ADDED 483,327 +395,540 +450.6% 4.52% $44.4M 2024-10-24 $85.99
2024 Q2 REDUCED 30.7% +1.3% 87,787 -38,874 -30.7% 0.91% $8.1M 2024-07-25 $84.91
2024 Q1 ADDED 126,661 +92,109 +266.6% 1.00% $11.6M 2024-05-02 $83.94
2023 Q4 UNCHANGED 34,552 0% 0.33% $3.2M 2024-02-07 $82.90
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Salomon & Ludwin, LLC and BIL

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 BIL?

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

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

The largest reported portfolio weight for BIL was 4.88% in 2025 Q1.

What is the latest reported BIL position on this page?

The most recent filing on this page is 2026 Q1, when Salomon & Ludwin, LLC reported 529,388 shares, equal to 4.33% of portfolio, with an estimated market value of $48.5M.

What does the chart on this BIL ownership page compare?

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

Based on 13F filing dates vs. subsequent BIL price moves, Salomon & Ludwin, LLC correctly timed 12 out of 15 reported position changes (80%). The annualised alpha on BIL relative to SPY over the holding period was -14.7%.

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