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Disclosery

Samalin Investment Counsel, LLC: SBRA position timeline

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

Samalin Investment Counsel, LLC held 24,363 SBRA 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 24,363 shares
    Change vs previous 13F +842 shares

    0.15% of the 13F portfolio, value $475,331.

    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 23,521 shares
    Change vs previous 13F +413 shares

    0.16% of the 13F portfolio, value $452,318.

    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 23,108 shares
    Change vs previous 13F -340 shares

    0.16% of the 13F portfolio, value $437,675.

    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 23,448 shares
    Change vs previous 13F -1,506 shares

    0.15% of the 13F portfolio, value $437,062.

    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 24,954 shares
    Change vs previous 13F +4,029 shares

    0.18% of the 13F portfolio, value $460,165.

    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 20,925 shares
    Change vs previous 13F +6,668 shares

    0.15% of the 13F portfolio, value $365,576.

    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 14,257 shares
    Change vs previous 13F +1,437 shares

    0.11% of the 13F portfolio, value $246,944.

    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 12,820 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $238,587.

    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).