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Disclosery

Samalin Investment Counsel, LLC: PFXF position timeline

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

Samalin Investment Counsel, LLC held 0 PFXF 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 0 shares
    Change vs previous 13F -18,309 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 18,309 shares
    Change vs previous 13F -3,446 shares

    0.11% of the 13F portfolio, value $321,146.

    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 21,755 shares
    Change vs previous 13F -6,698 shares

    0.14% of the 13F portfolio, value $384,195.

    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 28,453 shares
    Change vs previous 13F +2,750 shares

    0.17% of the 13F portfolio, value $505,614.

    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 25,703 shares
    Change vs previous 13F +10,654 shares

    0.17% of the 13F portfolio, value $440,052.

    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 15,049 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $252,224.

    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).