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Wingate Wealth Advisors, Inc.: BSCQ position timeline

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

Wingate Wealth Advisors, Inc. held 71,513 BSCQ 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 71,513 shares
    Change vs previous 13F +475 shares

    0.61% of the 13F portfolio, value $1,396,294.

    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 71,038 shares
    Change vs previous 13F +2,057 shares

    0.74% of the 13F portfolio, value $1,387,367.

    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 68,981 shares
    Change vs previous 13F +509 shares

    0.75% of the 13F portfolio, value $1,350,306.

    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 68,472 shares
    Change vs previous 13F +528 shares

    0.93% of the 13F portfolio, value $1,339,316.

    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 67,944 shares
    Change vs previous 13F +524 shares

    1.18% of the 13F portfolio, value $1,326,258.

    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 67,420 shares
    Change vs previous 13F +20,697 shares

    1.51% of the 13F portfolio, value $1,313,349.

    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 46,723 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $907,829.

    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).