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Disclosery

Samalin Investment Counsel, LLC: DFUV position timeline

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

Samalin Investment Counsel, LLC held 42,158 DFUV 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 42,158 shares
    Change vs previous 13F -180 shares

    0.74% of the 13F portfolio, value $2,319,098.

    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 42,338 shares
    Change vs previous 13F +2,384 shares

    0.73% of the 13F portfolio, value $2,051,693.

    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 39,954 shares
    Change vs previous 13F +2,350 shares

    0.66% of the 13F portfolio, value $1,861,441.

    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 37,604 shares
    Change vs previous 13F +1,009 shares

    0.58% of the 13F portfolio, value $1,680,519.

    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 36,595 shares
    Change vs previous 13F +2,169 shares

    0.59% of the 13F portfolio, value $1,547,257.

    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 34,426 shares
    Change vs previous 13F +6,152 shares

    0.58% of the 13F portfolio, value $1,418,728.

    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 28,274 shares
    Change vs previous 13F +4,844 shares

    0.5% of the 13F portfolio, value $1,156,990.

    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 23,430 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $976,815.

    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).