Skip to content
Disclosery

Samalin Investment Counsel, LLC: CMS position timeline

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

Samalin Investment Counsel, LLC held 4,948 CMS 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 4,948 shares
    Change vs previous 13F +15 shares

    0.12% of the 13F portfolio, value $378,492.

    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 4,933 shares
    Change vs previous 13F -170 shares

    0.14% of the 13F portfolio, value $382,677.

    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 5,103 shares
    Change vs previous 13F -216 shares

    0.13% of the 13F portfolio, value $356,823.

    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 5,319 shares
    Change vs previous 13F -169 shares

    0.13% of the 13F portfolio, value $389,652.

    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 5,488 shares
    Change vs previous 13F -259 shares

    0.15% of the 13F portfolio, value $380,267.

    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 5,747 shares
    Change vs previous 13F +1,059 shares

    0.18% of the 13F portfolio, value $431,707.

    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 4,688 shares
    Change vs previous 13F +10 shares

    0.13% of the 13F portfolio, value $312,468.

    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 4,678 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $330,376.

    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).