Skip to content
Disclosery

Whitegate Investment Counselors, Inc.: IWP position timeline

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

Whitegate Investment Counselors, Inc. held 78,630 IWP 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 78,630 shares
    Change vs previous 13F -242 shares

    3.28% of the 13F portfolio, value $11,512,288.

    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 78,872 shares
    Change vs previous 13F -143 shares

    3.21% of the 13F portfolio, value $10,105,082.

    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 79,015 shares
    Change vs previous 13F +339 shares

    3.38% of the 13F portfolio, value $10,820,319.

    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 78,676 shares
    Change vs previous 13F +137 shares

    3.69% of the 13F portfolio, value $11,204,371.

    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 78,539 shares
    Change vs previous 13F -74 shares

    3.7% of the 13F portfolio, value $10,891,823.

    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 78,613 shares
    Change vs previous 13F -487 shares

    3.28% of the 13F portfolio, value $9,236,349.

    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 79,100 shares
    Change vs previous 13F -18,793 shares

    3.44% of the 13F portfolio, value $10,026,020.

    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 97,893 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $11,481,911.

    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).