Whitegate Investment Counselors, Inc.ETFConcentrated long-term

CIK: 0001667102 | CONCORD, NH

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	69	$343.1M	2026-11-02	SEC ↗
Q2 2026	13F-HR	76	$351.3M	2026-08-10	SEC ↗
Q1 2026	13F-HR	68	$314.5M	2026-04-27	SEC ↗
Q4 2025	13F-HR	68	$320.0M	2026-02-10	SEC ↗
Q3 2025	13F-HR	66	$303.8M	2025-10-23	SEC ↗
Q2 2025	13F-HR	68	$294.5M	2025-08-08	SEC ↗
Q1 2025	13F-HR	66	$281.8M	2025-04-28	SEC ↗
Q4 2024	13F-HR	66	$291.7M	2025-02-10	SEC ↗
Q3 2024	13F-HR	66	$376.9M	2024-11-04	SEC ↗
Q2 2024	13F-HR	65	$352.3M	2024-07-30	SEC ↗
Q1 2024	13F-HR	62	$355.0M	2024-05-02	SEC ↗
Q4 2023	13F-HR	61	$327.9M	2024-02-06	SEC ↗
Q3 2023	13F-HR	60	$298.7M	2023-11-03	SEC ↗
Q2 2023	13F-HR	61	$304.7M	2023-08-02	SEC ↗
Q1 2023	13F-HR	61	$309.7M	2023-05-04	SEC ↗
Q4 2022	13F-HR	61	$1.0M	2023-01-31	SEC ↗
Q3 2022	13F-HR	59	$1.0M	2022-11-04	SEC ↗
Q2 2022	13F-HR	60	$1.1M	2022-07-28	SEC ↗
Q1 2022	13F-HR	65	$965.0K	2022-05-03	SEC ↗
Q4 2021	13F-HR	64	$1.2M	2022-02-03	SEC ↗
Q3 2021	13F-HR	226	$14.7M	2021-10-15	SEC ↗
Q2 2021	13F-HR	224	$14.7M	2021-07-20	SEC ↗
Q1 2021	13F-HR	214	$12.3M	2021-04-14	SEC ↗
Q4 2020	13F-HR	211	$11.1M	2021-01-25	SEC ↗
Q3 2020	13F-HR	200	$9.4M	2020-10-09	SEC ↗
Q2 2020	13F-HR	194	$10.3M	2020-07-14	SEC ↗
Q1 2020	13F-HR	180	$8.0M	2020-04-15	SEC ↗
Q4 2019	13F-HR	204	$10.8M	2020-01-14	SEC ↗
Q3 2019	13F-HR	198	$9.4M	2019-10-25	SEC ↗
Q2 2019	13F-HR	198	$9.6M	2019-07-26	SEC ↗
Q1 2019	13F-HR	198	$9.2M	2019-04-29	SEC ↗
Q4 2018	13F-HR	194	$6.8M	2019-01-29	SEC ↗
Q3 2018	13F-HR	174	$7.3M	2018-10-24	SEC ↗
Q2 2018	13F-HR	201	$6.9M	2018-07-30	SEC ↗
Q1 2018	13F-HR	195	$6.9M	2018-04-23	SEC ↗
Q4 2017	13F-HR	179	$6.4M	2018-01-24	SEC ↗
Q3 2017	13F-HR	179	$6.1M	2017-10-19	SEC ↗
Q2 2017	13F-HR	175	$6.2M	2017-07-27	SEC ↗
Q1 2017	13F-HR	173	$6.0M	2017-04-26	SEC ↗
Q4 2016	13F-HR	160	$5.6M	2017-02-09	SEC ↗
Q3 2016	13F-HR	156	$5.6M	2016-10-25	SEC ↗
Q2 2016	13F-HR	153	$4.9M	2016-08-09	SEC ↗
Q1 2014	13F-HR	149	$364.9K	2016-05-05	SEC ↗