Samalin Investment Counsel, LLC ALE β€” ALLETE INC COM NEW

Ownership history in Samalin Investment Counsel, LLC  Β·  8 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported ALLETE INC COM NEW (ALE) in 8 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q1. The latest visible filing shows ALE at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Samalin Investment Counsel, LLC's position in ALLETE INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ALE was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Samalin Investment Counsel, LLC held ALE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 8,664 +379 +4.6% 0.20% $575K 2025-10-30 β€”
2025 Q2 ADDED β€” β€” β€” 8,285 +111 +1.4% 0.20% $531K 2025-08-07 β€”
2025 Q1 ADDED β€” β€” β€” 8,174 +6,974 +581.2% 0.22% $537K 2025-05-14 β€”
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ALE

As of 2026 Q1 β€” sorted by position size

FLAGSHIP WEALTH ADVISORS, LLC 0.0%

FAQ About Samalin Investment Counsel, LLC and ALE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Samalin Investment Counsel, LLC reported owning ALE?

Samalin Investment Counsel, LLC reported ALE across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported ALE position in Samalin Investment Counsel, LLC's portfolio?

The largest reported portfolio weight for ALE was 0.22% in 2025 Q1.

What is the latest reported ALE position on this page?

The most recent filing on this page is 2025 Q3, when Samalin Investment Counsel, LLC reported 8,664 shares, equal to 0.20% of portfolio, with an estimated market value of $575K.

What does the chart on this ALE ownership page compare?

The chart compares Samalin Investment Counsel, LLC's quarterly ALE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Samalin Investment Counsel, LLC Holdings