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Whitegate Investment Counselors, Inc.: JMST position timeline

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

Whitegate Investment Counselors, Inc. held 164,442 JMST 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 164,442 shares
    Change vs previous 13F -9,565 shares

    2.39% of the 13F portfolio, value $8,386,542.

    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 174,007 shares
    Change vs previous 13F -6,763 shares

    2.82% of the 13F portfolio, value $8,870,877.

    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 180,770 shares
    Change vs previous 13F +35,565 shares

    2.88% of the 13F portfolio, value $9,208,424.

    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 145,205 shares
    Change vs previous 13F +7,855 shares

    2.44% of the 13F portfolio, value $7,411,263.

    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 137,350 shares
    Change vs previous 13F +51,135 shares

    2.37% of the 13F portfolio, value $6,993,862.

    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 86,215 shares
    Change vs previous 13F +2,950 shares

    1.56% of the 13F portfolio, value $4,384,032.

    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 83,265 shares
    Change vs previous 13F +51,660 shares

    1.45% of the 13F portfolio, value $4,222,368.

    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 31,605 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,609,958.

    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).