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Disclosery

Samalin Investment Counsel, LLC: PTF position timeline

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

Samalin Investment Counsel, LLC held 4,476 PTF 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 4,476 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $610,128.

    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 4,476 shares
    Change vs previous 13F -1,750 shares

    0.14% of the 13F portfolio, value $386,393.

    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 6,226 shares
    Change vs previous 13F -321 shares

    0.17% of the 13F portfolio, value $476,207.

    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 6,547 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $489,821.

    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 6,547 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $447,097.

    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 6,547 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $386,013.

    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 6,547 shares
    Change vs previous 13F -230 shares

    0.2% of the 13F portfolio, value $475,053.

    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 6,777 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $429,867.

    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).