Samalin Investment Counsel, LLC IIF MORGAN STANLEY INDIA INVS FD COM

Ownership history in Samalin Investment Counsel, LLC  ·  26 quarters on record

AI Ownership Summary

Samalin Investment Counsel, LLC reported MORGAN STANLEY INDIA INVS FD COM (IIF) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows IIF at 0.10% 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 IIF 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 MORGAN STANLEY INDIA INVS FD COM, 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
2026 Q1

IIF was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 IIF — position size vs. price
% of Fund (quarterly)    IIF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 14,078 +1,055 +8.1% 0.10% $290K 2026-04-23 $22.16
2025 Q4 UNCHANGED 13,023 0% 0.12% $325K 2026-01-30 $23.40
2025 Q3 REDUCED 7.1% +2.2% 13,023 -999 -7.1% 0.12% $343K 2025-10-30 $25.51
2025 Q2 UNCHANGED 14,022 0% 0.15% $396K 2025-08-07 $24.93
2025 Q1 ADDED 14,022 +1,237 +9.7% 0.14% $342K 2025-05-14 $24.60
2024 Q4 REDUCED 12,785 -337 -2.6% 0.14% $323K 2025-02-11 $22.40
2024 Q3 ADDED 13,122 +1 +0.0% 0.17% $395K 2024-11-13 $23.01
2024 Q2 REDUCED 13,121 -1 -0.0% 0.16% $351K 2024-08-13 $22.19
2024 Q1 ADDED 13,122 +1,642 +14.3% 0.14% $301K 2024-05-13 $19.82
2023 Q4 REDUCED 11,480 -1 -0.0% 0.12% $246K 2024-02-14 $19.28
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Samalin Investment Counsel, LLC and IIF

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 IIF?

Samalin Investment Counsel, LLC reported IIF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IIF was 0.17% in 2024 Q3.

What is the latest reported IIF position on this page?

The most recent filing on this page is 2026 Q1, when Samalin Investment Counsel, LLC reported 14,078 shares, equal to 0.10% of portfolio, with an estimated market value of $290K.

What does the chart on this IIF ownership page compare?

The chart compares Samalin Investment Counsel, LLC's quarterly IIF 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.

How well did Samalin Investment Counsel, LLC time their IIF position?

Based on 13F filing dates vs. subsequent IIF price moves, Samalin Investment Counsel, LLC correctly timed 7 out of 17 reported position changes (41%).

← Back to Samalin Investment Counsel, LLC Holdings