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Whitegate Investment Counselors, Inc.: VTV position timeline

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

Whitegate Investment Counselors, Inc. held 94,722 VTV 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 94,722 shares
    Change vs previous 13F +2,614 shares

    5.88% of the 13F portfolio, value $20,642,660.

    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 92,108 shares
    Change vs previous 13F +1,133 shares

    5.75% of the 13F portfolio, value $18,071,553.

    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 90,975 shares
    Change vs previous 13F +8,425 shares

    5.43% of the 13F portfolio, value $17,375,324.

    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 82,550 shares
    Change vs previous 13F -1,062 shares

    5.07% of the 13F portfolio, value $15,394,839.

    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 83,612 shares
    Change vs previous 13F +3,061 shares

    5.02% of the 13F portfolio, value $14,777,737.

    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 80,551 shares
    Change vs previous 13F -4,898 shares

    4.94% of the 13F portfolio, value $13,914,397.

    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 85,449 shares
    Change vs previous 13F -26,589 shares

    4.96% of the 13F portfolio, value $14,466,566.

    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 112,038 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $19,558,464.

    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).