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Whitegate Investment Counselors, Inc.: VTIP position timeline

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

Whitegate Investment Counselors, Inc. held 177,179 VTIP 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 177,179 shares
    Change vs previous 13F +798 shares

    2.53% of the 13F portfolio, value $8,899,679.

    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 176,381 shares
    Change vs previous 13F -2,918 shares

    2.8% of the 13F portfolio, value $8,810,239.

    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 179,299 shares
    Change vs previous 13F +11,637 shares

    2.77% of the 13F portfolio, value $8,868,144.

    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 167,662 shares
    Change vs previous 13F -3,529 shares

    2.79% of the 13F portfolio, value $8,488,750.

    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 171,191 shares
    Change vs previous 13F +2,192 shares

    2.92% of the 13F portfolio, value $8,605,791.

    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 168,999 shares
    Change vs previous 13F -4,066 shares

    2.99% of the 13F portfolio, value $8,433,094.

    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 173,065 shares
    Change vs previous 13F -54,874 shares

    2.87% of the 13F portfolio, value $8,379,839.

    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 227,939 shares
    Change vs previous 13F not available

    2.98% of the 13F portfolio, value $11,239,671.

    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).