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Whitegate Investment Counselors, Inc.: JCPB position timeline

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

Whitegate Investment Counselors, Inc. held 199,581 JCPB 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 199,581 shares
    Change vs previous 13F +40,578 shares

    2.67% of the 13F portfolio, value $9,368,331.

    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 159,003 shares
    Change vs previous 13F +10,609 shares

    2.38% of the 13F portfolio, value $7,485,872.

    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 148,394 shares
    Change vs previous 13F +107,820 shares

    2.2% of the 13F portfolio, value $7,026,453.

    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 40,574 shares
    Change vs previous 13F +11,138 shares

    0.64% of the 13F portfolio, value $1,929,275.

    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 29,436 shares
    Change vs previous 13F +6,338 shares

    0.47% of the 13F portfolio, value $1,385,259.

    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 23,098 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,086,560.

    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).