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Samalin Investment Counsel, LLC: PDO position timeline

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

Samalin Investment Counsel, LLC held 49,512 PDO 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 49,512 shares
    Change vs previous 13F -16,048 shares

    0.21% of the 13F portfolio, value $654,552.

    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 65,560 shares
    Change vs previous 13F -7,673 shares

    0.3% of the 13F portfolio, value $847,696.

    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 73,233 shares
    Change vs previous 13F -2,995 shares

    0.36% of the 13F portfolio, value $1,013,550.

    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 76,228 shares
    Change vs previous 13F +3,120 shares

    0.37% of the 13F portfolio, value $1,076,346.

    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 73,108 shares
    Change vs previous 13F +1,584 shares

    0.38% of the 13F portfolio, value $985,497.

    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 71,524 shares
    Change vs previous 13F +2,302 shares

    0.4% of the 13F portfolio, value $992,756.

    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 69,222 shares
    Change vs previous 13F +3,878 shares

    0.4% of the 13F portfolio, value $940,734.

    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 65,344 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $922,664.

    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).