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Disclosery

Samalin Investment Counsel, LLC: IWR position timeline

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

Samalin Investment Counsel, LLC held 36,785 IWR 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 36,785 shares
    Change vs previous 13F -195 shares

    1.3% of the 13F portfolio, value $4,058,173.

    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 36,980 shares
    Change vs previous 13F -10,223 shares

    1.27% of the 13F portfolio, value $3,595,538.

    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 47,203 shares
    Change vs previous 13F +1,241 shares

    1.61% of the 13F portfolio, value $4,544,220.

    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 45,962 shares
    Change vs previous 13F +2,293 shares

    1.53% of the 13F portfolio, value $4,437,656.

    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 43,669 shares
    Change vs previous 13F +6,896 shares

    1.54% of the 13F portfolio, value $4,016,252.

    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 36,773 shares
    Change vs previous 13F +4,461 shares

    1.27% of the 13F portfolio, value $3,128,328.

    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 32,312 shares
    Change vs previous 13F +1,938 shares

    1.23% of the 13F portfolio, value $2,856,437.

    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 30,374 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,677,179.

    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).