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Disclosery

Samalin Investment Counsel, LLC: WES position timeline

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

Samalin Investment Counsel, LLC held 38,560 WES 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 38,560 shares
    Change vs previous 13F +794 shares

    0.54% of the 13F portfolio, value $1,687,374.

    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 37,766 shares
    Change vs previous 13F +3,533 shares

    0.55% of the 13F portfolio, value $1,554,838.

    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 34,233 shares
    Change vs previous 13F -1,774 shares

    0.48% of the 13F portfolio, value $1,352,187.

    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 36,007 shares
    Change vs previous 13F +5,003 shares

    0.49% of the 13F portfolio, value $1,414,698.

    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 31,004 shares
    Change vs previous 13F +1,284 shares

    0.46% of the 13F portfolio, value $1,199,877.

    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 29,720 shares
    Change vs previous 13F +1,490 shares

    0.49% of the 13F portfolio, value $1,217,361.

    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 28,230 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,084,889.

    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).