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Whitegate Investment Counselors, Inc.: JMUB position timeline

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

Whitegate Investment Counselors, Inc. held 54,604 JMUB 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 54,604 shares
    Change vs previous 13F -1,941 shares

    0.79% of the 13F portfolio, value $2,765,966.

    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 56,545 shares
    Change vs previous 13F -985 shares

    0.9% of the 13F portfolio, value $2,826,685.

    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 57,530 shares
    Change vs previous 13F -795 shares

    0.91% of the 13F portfolio, value $2,905,265.

    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 58,325 shares
    Change vs previous 13F -6,720 shares

    0.97% of the 13F portfolio, value $2,943,663.

    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 65,045 shares
    Change vs previous 13F +60,115 shares

    1.1% of the 13F portfolio, value $3,228,834.

    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 4,930 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $246,500.

    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).