Whitegate Investment Counselors, Inc.

Business address
143 N. Main St., Suite 203, Concord, NH, 03301
Top securities (13F)
BRKB, VUG, IWF, VB, VIG, VTV, VEA, SCHD, IWP, VO, VCSH, EFA, VTIP, SDY, JMST, VBR, NYF, BRKA, VOE, and IWR
State of incorporation
NH
Fiscal year end
31 December
Former names
Taylor, Cottrill, Erickson & Associates, Inc. (to 28 Jul 2022)
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Whitegate Investment Counselors, Inc. has filed 40 SEC EDGAR filings since 05 May 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-17427
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-17427
13F-HR Open Document Open Filing 08 Aug 2025 30 Jun 2025 028-17427
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-17427
13F-HR Open Document Open Filing 10 Feb 2025 31 Dec 2024 028-17427
13F-HR Open Document Open Filing 04 Nov 2024 30 Sep 2024 028-17427
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-17427
13F-HR Open Document Open Filing 02 May 2024 31 Mar 2024 028-17427
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-17427
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-17427
13F-HR Open Document Open Filing 02 Aug 2023 30 Jun 2023 028-17427
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-17427
13F-HR Open Document Open Filing 31 Jan 2023 31 Dec 2022 028-17427
13F-HR Open Document Open Filing 04 Nov 2022 30 Sep 2022 028-17427
13F-HR Open Document Open Filing 28 Jul 2022 30 Jun 2022 028-17427
13F-HR Open Document Open Filing 03 May 2022 31 Mar 2022 028-17427
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-17427
13F-HR Open Document Open Filing 15 Oct 2021 30 Sep 2021 028-17427
13F-HR Open Document Open Filing 20 Jul 2021 30 Jun 2021 028-17427
13F-HR Open Document Open Filing 14 Apr 2021 31 Mar 2021 028-17427
13F-HR Open Document Open Filing 25 Jan 2021 31 Dec 2020 028-17427
13F-HR Open Document Open Filing 09 Oct 2020 30 Sep 2020 028-17427
13F-HR Open Document Open Filing 14 Jul 2020 30 Jun 2020 028-17427
13F-HR Open Document Open Filing 15 Apr 2020 31 Mar 2020 028-17427
13F-HR Open Document Open Filing 14 Jan 2020 31 Dec 2019 028-17427
13F-HR Open Document Open Filing 25 Oct 2019 30 Sep 2019 028-17427
13F-HR Open Document Open Filing 26 Jul 2019 30 Jun 2019 028-17427
13F-HR Open Document Open Filing 29 Apr 2019 31 Mar 2019 028-17427
13F-HR Open Document Open Filing 29 Jan 2019 31 Dec 2018 028-17427
13F-HR Open Document Open Filing 24 Oct 2018 30 Sep 2018 028-17427
13F-HR Open Document Open Filing 30 Jul 2018 30 Jun 2018 028-17427
13F-HR Open Document Open Filing 23 Apr 2018 31 Mar 2018 028-17427
13F-HR Open Document Open Filing 24 Jan 2018 31 Dec 2017 028-17427
13F-HR Open Document Open Filing 19 Oct 2017 30 Sep 2017 028-17427
13F-HR Open Document Open Filing 27 Jul 2017 30 Jun 2017 028-17427
13F-HR Open Document Open Filing 26 Apr 2017 31 Mar 2017 028-17427
13F-HR Open Document Open Filing 09 Feb 2017 31 Dec 2016 028-17427
13F-HR Open Document Open Filing 25 Oct 2016 30 Sep 2016 028-17427
13F-HR Open Document Open Filing 09 Aug 2016 30 Jun 2016 028-17427
13F-HR Open Document Open Filing 05 May 2016 31 Mar 2014 028-17427