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Disclosery

Samalin Investment Counsel, LLC: CGBD position timeline

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

Samalin Investment Counsel, LLC held 107,636 CGBD 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 107,636 shares
    Change vs previous 13F +529 shares

    0.36% of the 13F portfolio, value $1,133,406.

    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 107,107 shares
    Change vs previous 13F +9,653 shares

    0.42% of the 13F portfolio, value $1,171,752.

    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 97,454 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,217,200.

    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).