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Wingate Wealth Advisors, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wingate Wealth Advisors, Inc. on AGG, newest first. How the timeline and the estimate are built.

Wingate Wealth Advisors, Inc. held 28,909 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,909 shares
    Change vs previous 13F -1,705 shares

    1.26% of the 13F portfolio, value $2,861,422.

    13F-HR 0002041800-26-000004 filed by Wingate Wealth Advisors, 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 30,614 shares
    Change vs previous 13F -142 shares

    1.62% of the 13F portfolio, value $3,039,069.

    13F-HR 0002041800-26-000002 filed by Wingate Wealth Advisors, 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 30,756 shares
    Change vs previous 13F -180 shares

    1.71% of the 13F portfolio, value $3,071,906.

    13F-HR 0002041800-26-000001 filed by Wingate Wealth Advisors, 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 30,936 shares
    Change vs previous 13F +1,093 shares

    2.15% of the 13F portfolio, value $3,101,321.

    13F-HR 0002041800-25-000005 filed by Wingate Wealth Advisors, 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 29,843 shares
    Change vs previous 13F +24,525 shares

    2.64% of the 13F portfolio, value $2,960,449.

    13F-HR 0002041800-25-000004 filed by Wingate Wealth Advisors, 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 5,318 shares
    Change vs previous 13F -1,587 shares

    0.61% of the 13F portfolio, value $526,065.

    13F-HR 0002041800-25-000003 filed by Wingate Wealth Advisors, 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 6,905 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $669,062.

    13F-HR 0002041800-25-000001 filed by Wingate Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).