Skip to content
Disclosery

Whitegate Investment Counselors, Inc.: IWS position timeline

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

Whitegate Investment Counselors, Inc. held 21,394 IWS 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 21,394 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $3,521,452.

    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 21,394 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $3,117,962.

    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 21,394 shares
    Change vs previous 13F +1,577 shares

    0.94% of the 13F portfolio, value $3,017,624.

    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 19,817 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $2,767,840.

    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 19,817 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,618,618.

    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 19,817 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,496,347.

    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 19,817 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $2,563,130.

    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 19,817 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,620,798.

    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).