Samalin Investment Counsel, LLC: FVR position timeline

Samalin Investment Counsel, LLC held 58,040 FVR 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 58,040 shares

   Change vs previous 13F +74 shares

   0.38% of the 13F portfolio, value $1,174,158.

   13F-HR 0002085853-26-000877 filed by Samalin Investment Counsel, LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 57,966 shares

   Change vs previous 13F -79 shares

   0.32% of the 13F portfolio, value $896,740.

   13F-HR 0002085853-26-000457 filed by Samalin Investment Counsel, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 58,045 shares

   Change vs previous 13F -1,386 shares

   0.3% of the 13F portfolio, value $856,740.

   13F-HR 0002085853-26-000149 filed by Samalin Investment Counsel, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 59,431 shares

   Change vs previous 13F +2,626 shares

   0.28% of the 13F portfolio, value $814,798.

   13F-HR 0002085853-25-000190 filed by Samalin Investment Counsel, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 56,805 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $681,662.

   13F-HR 0001172661-25-002954 filed by Samalin Investment Counsel, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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