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Disclosery

Samalin Investment Counsel, LLC: BTO position timeline

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

Samalin Investment Counsel, LLC held 14,970 BTO 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 14,970 shares
    Change vs previous 13F -6,108 shares

    0.19% of the 13F portfolio, value $590,121.

    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 21,078 shares
    Change vs previous 13F -4,885 shares

    0.27% of the 13F portfolio, value $756,064.

    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).

  3. period ended2025-12-31
    13F 25,963 shares
    Change vs previous 13F +228 shares

    0.32% of the 13F portfolio, value $910,780.

    13F-HR 0002085853-26-000149 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).

  4. period ended2025-09-30
    13F 25,735 shares
    Change vs previous 13F -1,553 shares

    0.32% of the 13F portfolio, value $925,948.

    13F-HR 0002085853-25-000190 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).

  5. period ended2025-06-30
    13F 27,288 shares
    Change vs previous 13F +1,035 shares

    0.37% of the 13F portfolio, value $966,550.

    13F-HR 0001172661-25-002954 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).

  6. period ended2025-03-31
    13F 26,253 shares
    Change vs previous 13F +1,755 shares

    0.36% of the 13F portfolio, value $895,494.

    13F-HR 0001172661-25-001910 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).

  7. period ended2024-12-31
    13F 24,498 shares
    Change vs previous 13F -364 shares

    0.38% of the 13F portfolio, value $874,368.

    13F-HR 0001172661-25-000656 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).

  8. period ended2024-09-30
    13F 24,862 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $824,407.

    13F-HR 0001172661-24-004595 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).