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Disclosery

Samalin Investment Counsel, LLC: USA position timeline

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

Samalin Investment Counsel, LLC held 76,468 USA 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 76,468 shares
    Change vs previous 13F -26,009 shares

    0.14% of the 13F portfolio, value $444,280.

    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 102,477 shares
    Change vs previous 13F -2,195 shares

    0.2% of the 13F portfolio, value $568,749.

    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 104,672 shares
    Change vs previous 13F -14,319 shares

    0.23% of the 13F portfolio, value $657,342.

    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 118,991 shares
    Change vs previous 13F +2,235 shares

    0.26% of the 13F portfolio, value $754,400.

    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 116,756 shares
    Change vs previous 13F +3,214 shares

    0.31% of the 13F portfolio, value $795,111.

    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 113,542 shares
    Change vs previous 13F +16,218 shares

    0.3% of the 13F portfolio, value $743,702.

    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 97,324 shares
    Change vs previous 13F +41 shares

    0.29% of the 13F portfolio, value $676,407.

    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 97,283 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $690,708.

    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).