Samalin Investment Counsel, LLC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $606,221 | 25,144 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $593,563 | 23,934 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $622,167 | 23,086 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $626,511 | 24,521 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $565,132 | 23,508 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $578,048 | 22,207 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $477,497 | 21,241 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $496,926 | 21,083 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $451,817 | 21,272 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $373,801 | 19,091 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $822,590 | 34,826 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $815,130 | 33,407 | Shares | Sole | 2023-05-09 |
| 2022-12-31 | $935,729 | 39,005 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $872,940 | 37,562 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $961,501 | 37,989 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $933,869 | 32,258 | Shares | Sole | 2022-10-14 |
| 2021-12-31 | $761,349 | 26,714 | Shares | Sole | 2022-10-14 |
| 2021-09-30 | $663,164 | 24,471 | Shares | Sole | 2022-10-14 |
| 2021-06-30 | $687,641 | 23,968 | Shares | Sole | 2022-10-14 |
| 2021-03-31 | $725,761 | 25,985 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $622,365 | 24,104 | Shares | Sole | 2022-10-14 |
| 2020-09-30 | $548,169 | 24,659 | Shares | Sole | 2022-10-14 |
| 2020-06-30 | $537,358 | 24,370 | Shares | Sole | 2020-08-05 |
| 2020-03-31 | $419,205 | 22,239 | Shares | Sole | 2020-05-04 |