Skip to content
Disclosery

Wingate Wealth Advisors, Inc.: BJUL position timeline

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

Wingate Wealth Advisors, Inc. held 9,864 BJUL 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 9,864 shares
    Change vs previous 13F +1,666 shares

    0.24% of the 13F portfolio, value $535,714.

    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 8,198 shares
    Change vs previous 13F -991 shares

    0.22% of the 13F portfolio, value $407,323.

    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 9,189 shares
    Change vs previous 13F +1,499 shares

    0.26% of the 13F portfolio, value $466,460.

    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 7,690 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $381,889.

    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 7,690 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $362,430.

    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 7,690 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $332,024.

    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 7,690 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $342,648.

    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).