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Disclosery

Samalin Investment Counsel, LLC: PTY position timeline

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

Samalin Investment Counsel, LLC held 57,643 PTY 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 57,643 shares
    Change vs previous 13F -26,211 shares

    0.22% of the 13F portfolio, value $693,449.

    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 83,854 shares
    Change vs previous 13F -2,752 shares

    0.36% of the 13F portfolio, value $1,011,282.

    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 86,606 shares
    Change vs previous 13F -3,147 shares

    0.4% of the 13F portfolio, value $1,117,222.

    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 89,753 shares
    Change vs previous 13F +2,865 shares

    0.45% of the 13F portfolio, value $1,296,035.

    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 86,888 shares
    Change vs previous 13F +3,187 shares

    0.46% of the 13F portfolio, value $1,208,617.

    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 83,701 shares
    Change vs previous 13F +2,561 shares

    0.49% of the 13F portfolio, value $1,210,330.

    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 81,140 shares
    Change vs previous 13F +2,897 shares

    0.5% of the 13F portfolio, value $1,165,993.

    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 78,243 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,125,916.

    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).