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Whitegate Investment Counselors, Inc.: VCSH position timeline

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

Whitegate Investment Counselors, Inc. held 117,752 VCSH 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 117,752 shares
    Change vs previous 13F +2,267 shares

    2.65% of the 13F portfolio, value $9,305,962.

    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 115,485 shares
    Change vs previous 13F -1,383 shares

    2.91% of the 13F portfolio, value $9,154,463.

    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 116,868 shares
    Change vs previous 13F +6,207 shares

    2.91% of the 13F portfolio, value $9,317,878.

    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 110,661 shares
    Change vs previous 13F -2,448 shares

    2.91% of the 13F portfolio, value $8,845,201.

    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 113,109 shares
    Change vs previous 13F +2,005 shares

    3.05% of the 13F portfolio, value $8,992,195.

    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 111,104 shares
    Change vs previous 13F -1,502 shares

    3.11% of the 13F portfolio, value $8,770,610.

    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 112,606 shares
    Change vs previous 13F -34,873 shares

    3.01% of the 13F portfolio, value $8,784,410.

    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 147,479 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $11,712,817.

    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).