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Samalin Investment Counsel, LLC: USTB position timeline

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

Samalin Investment Counsel, LLC held 54,969 USTB 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 54,969 shares
    Change vs previous 13F -2,487 shares

    0.89% of the 13F portfolio, value $2,782,524.

    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 57,456 shares
    Change vs previous 13F -4,066 shares

    1.03% of the 13F portfolio, value $2,906,145.

    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 61,522 shares
    Change vs previous 13F +5,083 shares

    1.11% of the 13F portfolio, value $3,127,797.

    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 56,439 shares
    Change vs previous 13F +5,621 shares

    0.99% of the 13F portfolio, value $2,877,799.

    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 50,818 shares
    Change vs previous 13F -1,381 shares

    0.99% of the 13F portfolio, value $2,582,575.

    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 52,199 shares
    Change vs previous 13F -2,306 shares

    1.07% of the 13F portfolio, value $2,643,904.

    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 54,505 shares
    Change vs previous 13F +2,586 shares

    1.17% of the 13F portfolio, value $2,736,188.

    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 51,919 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,638,023.

    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).