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Disclosery

Samalin Investment Counsel, LLC: IJR position timeline

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

Samalin Investment Counsel, LLC held 23,808 IJR 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 23,808 shares
    Change vs previous 13F -137 shares

    1.13% of the 13F portfolio, value $3,531,019.

    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 23,945 shares
    Change vs previous 13F +4,574 shares

    1.06% of the 13F portfolio, value $2,976,664.

    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 19,371 shares
    Change vs previous 13F +815 shares

    0.83% of the 13F portfolio, value $2,327,950.

    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 18,556 shares
    Change vs previous 13F +1,214 shares

    0.76% of the 13F portfolio, value $2,204,968.

    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 17,342 shares
    Change vs previous 13F +2,711 shares

    0.73% of the 13F portfolio, value $1,895,341.

    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 14,631 shares
    Change vs previous 13F +2,225 shares

    0.62% of the 13F portfolio, value $1,530,058.

    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 12,406 shares
    Change vs previous 13F +163 shares

    0.61% of the 13F portfolio, value $1,429,473.

    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 12,243 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,431,946.

    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).