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Disclosery

Samalin Investment Counsel, LLC: ISTB position timeline

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

Samalin Investment Counsel, LLC held 82,364 ISTB 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 82,364 shares
    Change vs previous 13F +22,719 shares

    1.27% of the 13F portfolio, value $3,974,059.

    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 59,645 shares
    Change vs previous 13F -2,983 shares

    1.02% of the 13F portfolio, value $2,890,386.

    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 62,628 shares
    Change vs previous 13F +3,567 shares

    1.08% of the 13F portfolio, value $3,053,111.

    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 59,061 shares
    Change vs previous 13F +3,822 shares

    0.99% of the 13F portfolio, value $2,884,540.

    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 55,239 shares
    Change vs previous 13F +295 shares

    1.03% of the 13F portfolio, value $2,687,407.

    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 54,944 shares
    Change vs previous 13F -1,380 shares

    1.08% of the 13F portfolio, value $2,656,583.

    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 56,324 shares
    Change vs previous 13F +1,811 shares

    1.15% of the 13F portfolio, value $2,690,613.

    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 54,513 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,653,711.

    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).