Samalin Investment Counsel, LLC quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Samalin Investment Counsel, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1544366): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| First Citizens Asset Management, Inc. | United States | $0.282B | 28 |
| ACCESS FINANCIAL SERVICES, INC. | United States | $0.282B | 95 |
| Defender Capital, LLC. | United States | $0.282B | 34 |
| WEALTH EFFECTS LLC | United States | $0.282B | 237 |
| INCA Investments LLC | United States | $0.282B | 10 |
| 3G Capital Partners LP | United States | $0.282B | 10 |
| Delaney Dennis R | United States | $0.282B | 243 |
| Monte Financial Group, LLC | United States | $0.282B | 100 |
| Financial Symmetry Inc | United States | $0.281B | 63 |
| Tiller Private Wealth, Inc. | United States | $0.281B | 66 |