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Disclosery

Samalin Investment Counsel, LLC: YYY position timeline

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

Samalin Investment Counsel, LLC held 17,615 YYY 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 17,615 shares
    Change vs previous 13F -875 shares

    0.06% of the 13F portfolio, value $203,100.

    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 18,490 shares
    Change vs previous 13F -928 shares

    0.07% of the 13F portfolio, value $203,940.

    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 19,418 shares
    Change vs previous 13F +9,098 shares

    0.08% of the 13F portfolio, value $223,499.

    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 10,320 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $121,875.

    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).