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Disclosery

Samalin Investment Counsel, LLC: PDI position timeline

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

Samalin Investment Counsel, LLC held 32,920 PDI 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 32,920 shares
    Change vs previous 13F -10,929 shares

    0.18% of the 13F portfolio, value $549,758.

    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 43,849 shares
    Change vs previous 13F -4,809 shares

    0.27% of the 13F portfolio, value $750,250.

    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 48,658 shares
    Change vs previous 13F -1,811 shares

    0.31% of the 13F portfolio, value $861,727.

    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 50,469 shares
    Change vs previous 13F +2,052 shares

    0.34% of the 13F portfolio, value $999,287.

    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 48,417 shares
    Change vs previous 13F +2,080 shares

    0.35% of the 13F portfolio, value $918,481.

    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 46,337 shares
    Change vs previous 13F +3,201 shares

    0.37% of the 13F portfolio, value $917,485.

    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 43,136 shares
    Change vs previous 13F +2,152 shares

    0.34% of the 13F portfolio, value $791,127.

    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 40,984 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $830,742.

    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).