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Disclosery

Samalin Investment Counsel, LLC: IYJ position timeline

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

Samalin Investment Counsel, LLC held 1,975 IYJ 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 1,975 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $329,196.

    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 1,974 shares
    Change vs previous 13F -113 shares

    0.1% of the 13F portfolio, value $291,273.

    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 2,087 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $309,164.

    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 2,085 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $304,108.

    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 2,081 shares
    Change vs previous 13F +37 shares

    0.11% of the 13F portfolio, value $296,270.

    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 2,044 shares
    Change vs previous 13F -63 shares

    0.11% of the 13F portfolio, value $266,213.

    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 2,107 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $281,403.

    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 2,104 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $281,277.

    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).