Skip to content
Disclosery

Whitegate Investment Counselors, Inc.: IWR position timeline

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

Whitegate Investment Counselors, Inc. held 48,661 IWR 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 48,661 shares
    Change vs previous 13F +72 shares

    1.53% of the 13F portfolio, value $5,368,274.

    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 48,589 shares
    Change vs previous 13F -1,170 shares

    1.5% of the 13F portfolio, value $4,724,340.

    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 49,759 shares
    Change vs previous 13F +4,144 shares

    1.5% of the 13F portfolio, value $4,790,266.

    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 45,615 shares
    Change vs previous 13F +24 shares

    1.45% of the 13F portfolio, value $4,404,124.

    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 45,591 shares
    Change vs previous 13F +21 shares

    1.42% of the 13F portfolio, value $4,193,041.

    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 45,570 shares
    Change vs previous 13F -29 shares

    1.38% of the 13F portfolio, value $3,876,708.

    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 45,599 shares
    Change vs previous 13F -835 shares

    1.38% of the 13F portfolio, value $4,030,990.

    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 46,434 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,092,700.

    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).