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Whitegate Investment Counselors, Inc.: NYF position timeline

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

Whitegate Investment Counselors, Inc. held 90,224 NYF 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 90,224 shares
    Change vs previous 13F -3,856 shares

    1.38% of the 13F portfolio, value $4,863,525.

    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 94,080 shares
    Change vs previous 13F +2,490 shares

    1.59% of the 13F portfolio, value $4,997,530.

    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 91,590 shares
    Change vs previous 13F -960 shares

    1.53% of the 13F portfolio, value $4,900,981.

    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 92,550 shares
    Change vs previous 13F +5,220 shares

    1.63% of the 13F portfolio, value $4,937,543.

    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 87,330 shares
    Change vs previous 13F -21,945 shares

    1.55% of the 13F portfolio, value $4,553,386.

    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 109,275 shares
    Change vs previous 13F -3,525 shares

    2.04% of the 13F portfolio, value $5,753,328.

    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 112,800 shares
    Change vs previous 13F 0 shares

    2.06% of the 13F portfolio, value $6,003,216.

    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 112,800 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $6,128,424.

    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).