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Samalin Investment Counsel, LLC: ITOT position timeline

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

Samalin Investment Counsel, LLC held 25,349 ITOT 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 25,349 shares
    Change vs previous 13F -171 shares

    1.33% of the 13F portfolio, value $4,164,031.

    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 25,520 shares
    Change vs previous 13F -7,896 shares

    1.29% of the 13F portfolio, value $3,634,757.

    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 33,416 shares
    Change vs previous 13F +822 shares

    1.76% of the 13F portfolio, value $4,968,627.

    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 32,594 shares
    Change vs previous 13F +20 shares

    1.64% of the 13F portfolio, value $4,747,362.

    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 32,574 shares
    Change vs previous 13F +4,709 shares

    1.69% of the 13F portfolio, value $4,398,795.

    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 27,865 shares
    Change vs previous 13F +2,856 shares

    1.38% of the 13F portfolio, value $3,399,924.

    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 25,009 shares
    Change vs previous 13F +968 shares

    1.38% of the 13F portfolio, value $3,216,746.

    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 24,041 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,019,989.

    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).