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Samalin Investment Counsel, LLC: XCHYX position timeline

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

Samalin Investment Counsel, LLC held 57,743 XCHYX 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 57,743 shares
    Change vs previous 13F +1,115 shares

    0.25% of the 13F portfolio, value $786,460.

    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 56,628 shares
    Change vs previous 13F +1,203 shares

    0.22% of the 13F portfolio, value $616,681.

    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 55,425 shares
    Change vs previous 13F +3,555 shares

    0.22% of the 13F portfolio, value $626,852.

    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 51,870 shares
    Change vs previous 13F +639 shares

    0.2% of the 13F portfolio, value $581,981.

    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 51,231 shares
    Change vs previous 13F -4,592 shares

    0.22% of the 13F portfolio, value $563,030.

    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 55,823 shares
    Change vs previous 13F +320 shares

    0.23% of the 13F portfolio, value $563,815.

    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 55,503 shares
    Change vs previous 13F -9,162 shares

    0.29% of the 13F portfolio, value $673,808.

    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 64,665 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $771,451.

    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).