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Samalin Investment Counsel, LLC: OUNZ position timeline

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

Samalin Investment Counsel, LLC held 176,333 OUNZ 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 176,333 shares
    Change vs previous 13F -573 shares

    2.18% of the 13F portfolio, value $6,804,689.

    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 176,906 shares
    Change vs previous 13F -9,283 shares

    2.83% of the 13F portfolio, value $7,969,624.

    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 186,189 shares
    Change vs previous 13F -5,343 shares

    2.74% of the 13F portfolio, value $7,723,115.

    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 191,532 shares
    Change vs previous 13F +22,093 shares

    2.46% of the 13F portfolio, value $7,123,070.

    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 169,439 shares
    Change vs previous 13F -25,721 shares

    2.07% of the 13F portfolio, value $5,403,410.

    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 195,160 shares
    Change vs previous 13F -1,237 shares

    2.39% of the 13F portfolio, value $5,882,137.

    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 196,397 shares
    Change vs previous 13F +5,661 shares

    2.13% of the 13F portfolio, value $4,968,847.

    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 190,736 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $4,842,774.

    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).