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Disclosery

Samalin Investment Counsel, LLC: WFC position timeline

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

Samalin Investment Counsel, LLC held 5,722 WFC 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 5,722 shares
    Change vs previous 13F +843 shares

    0.15% of the 13F portfolio, value $472,878.

    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 4,879 shares
    Change vs previous 13F -6 shares

    0.14% of the 13F portfolio, value $388,456.

    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 4,885 shares
    Change vs previous 13F -72 shares

    0.16% of the 13F portfolio, value $455,303.

    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 4,957 shares
    Change vs previous 13F +333 shares

    0.14% of the 13F portfolio, value $415,534.

    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 4,624 shares
    Change vs previous 13F -227 shares

    0.14% of the 13F portfolio, value $370,548.

    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 4,851 shares
    Change vs previous 13F +354 shares

    0.14% of the 13F portfolio, value $348,313.

    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 4,497 shares
    Change vs previous 13F +109 shares

    0.14% of the 13F portfolio, value $315,890.

    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 4,388 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $247,904.

    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).