Skip to content
Disclosery

Samalin Investment Counsel, LLC: IWY position timeline

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

Samalin Investment Counsel, LLC held 18,598 IWY 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 18,598 shares
    Change vs previous 13F -21 shares

    1.73% of the 13F portfolio, value $5,405,002.

    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 18,619 shares
    Change vs previous 13F +929 shares

    1.64% of the 13F portfolio, value $4,633,168.

    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 17,690 shares
    Change vs previous 13F -25 shares

    1.74% of the 13F portfolio, value $4,899,043.

    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 17,715 shares
    Change vs previous 13F -733 shares

    1.67% of the 13F portfolio, value $4,847,773.

    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 18,448 shares
    Change vs previous 13F +2,933 shares

    1.75% of the 13F portfolio, value $4,547,759.

    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 15,515 shares
    Change vs previous 13F +1,624 shares

    1.33% of the 13F portfolio, value $3,272,915.

    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 13,891 shares
    Change vs previous 13F +405 shares

    1.4% of the 13F portfolio, value $3,268,333.

    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 13,486 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $2,967,511.

    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).