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Whitegate Investment Counselors, Inc.: SLYG position timeline

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

Whitegate Investment Counselors, Inc. held 27,733 SLYG 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 27,733 shares
    Change vs previous 13F +178 shares

    0.94% of the 13F portfolio, value $3,303,848.

    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 27,555 shares
    Change vs previous 13F +270 shares

    0.85% of the 13F portfolio, value $2,662,353.

    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 27,285 shares
    Change vs previous 13F -747 shares

    0.8% of the 13F portfolio, value $2,569,961.

    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 28,032 shares
    Change vs previous 13F +1,464 shares

    0.87% of the 13F portfolio, value $2,643,656.

    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 26,568 shares
    Change vs previous 13F -188 shares

    0.8% of the 13F portfolio, value $2,357,935.

    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 26,756 shares
    Change vs previous 13F -142 shares

    0.79% of the 13F portfolio, value $2,220,799.

    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 26,898 shares
    Change vs previous 13F -21,688 shares

    0.83% of the 13F portfolio, value $2,430,324.

    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 48,586 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,523,883.

    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).