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Whitegate Investment Counselors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitegate Investment Counselors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Whitegate Investment Counselors, Inc. held 3,448 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,448 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $997,620.

    13F-HR 0001667102-26-000003 filed by Whitegate Investment Counselors, Inc.
    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 3,445 shares
    Change vs previous 13F +2 shares

    0.28% of the 13F portfolio, value $874,393.

    13F-HR 0001667102-26-000002 filed by Whitegate Investment Counselors, Inc.
    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 3,443 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $935,977.

    13F-HR 0001667102-26-000001 filed by Whitegate Investment Counselors, Inc.
    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 3,440 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $876,032.

    13F-HR 0001667102-25-000006 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,438 shares
    Change vs previous 13F -171 shares

    0.24% of the 13F portfolio, value $705,276.

    13F-HR 0001667102-25-000003 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,609 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $801,746.

    13F-HR 0001667102-25-000002 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,606 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $903,180.

    13F-HR 0001667102-25-000001 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,604 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $839,692.

    13F-HR 0001667102-24-000005 filed by Whitegate Investment Counselors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).