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Disclosery

Samalin Investment Counsel, LLC: SHY position timeline

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

Samalin Investment Counsel, LLC held 41,406 SHY 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 41,406 shares
    Change vs previous 13F +7,238 shares

    1.09% of the 13F portfolio, value $3,399,845.

    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 34,168 shares
    Change vs previous 13F -2,225 shares

    1% of the 13F portfolio, value $2,821,258.

    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 36,393 shares
    Change vs previous 13F +1,288 shares

    1.07% of the 13F portfolio, value $3,014,102.

    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 35,105 shares
    Change vs previous 13F +2,362 shares

    1% of the 13F portfolio, value $2,912,344.

    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 32,743 shares
    Change vs previous 13F +392 shares

    1.04% of the 13F portfolio, value $2,713,147.

    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 32,351 shares
    Change vs previous 13F -43 shares

    1.09% of the 13F portfolio, value $2,676,445.

    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 32,394 shares
    Change vs previous 13F +290 shares

    1.14% of the 13F portfolio, value $2,655,680.

    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 32,104 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,669,435.

    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).