Skip to content
Disclosery

Samalin Investment Counsel, LLC: XLU position timeline

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

Samalin Investment Counsel, LLC held 31,814 XLU 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 31,814 shares
    Change vs previous 13F -771 shares

    0.46% of the 13F portfolio, value $1,442,468.

    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 32,585 shares
    Change vs previous 13F +62 shares

    0.53% of the 13F portfolio, value $1,495,337.

    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 32,523 shares
    Change vs previous 13F +15,825 shares

    0.49% of the 13F portfolio, value $1,388,420.

    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 16,698 shares
    Change vs previous 13F +50 shares

    0.5% of the 13F portfolio, value $1,456,227.

    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 16,648 shares
    Change vs previous 13F +24 shares

    0.52% of the 13F portfolio, value $1,359,487.

    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 16,624 shares
    Change vs previous 13F +3,941 shares

    0.53% of the 13F portfolio, value $1,310,829.

    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 12,683 shares
    Change vs previous 13F -144 shares

    0.41% of the 13F portfolio, value $960,028.

    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 12,827 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,036,171.

    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).