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Disclosery

Samalin Investment Counsel, LLC: ADX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Samalin Investment Counsel, LLC on ADX, newest first. How the timeline and the estimate are built.

Samalin Investment Counsel, LLC held 65,105 ADX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,105 shares
    Change vs previous 13F +29,051 shares

    0.53% of the 13F portfolio, value $1,663,438.

    13F-HR 0002085853-26-000877 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,054 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $789,231.

    13F-HR 0002085853-26-000457 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).