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Disclosery

Whitegate Investment Counselors, Inc.: VO position timeline

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

Whitegate Investment Counselors, Inc. held 159,726 VO 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 159,726 shares
    Change vs previous 13F +122,011 shares

    3.66% of the 13F portfolio, value $12,869,091.

    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 37,715 shares
    Change vs previous 13F -6 shares

    3.44% of the 13F portfolio, value $10,831,066.

    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 37,721 shares
    Change vs previous 13F +7,232 shares

    3.42% of the 13F portfolio, value $10,947,433.

    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 30,489 shares
    Change vs previous 13F -571 shares

    2.95% of the 13F portfolio, value $8,955,736.

    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 31,060 shares
    Change vs previous 13F +286 shares

    2.95% of the 13F portfolio, value $8,691,694.

    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 30,774 shares
    Change vs previous 13F -2,174 shares

    2.82% of the 13F portfolio, value $7,958,997.

    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 32,948 shares
    Change vs previous 13F -38,317 shares

    2.98% of the 13F portfolio, value $8,702,806.

    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 71,265 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $18,801,864.

    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).