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Wingate Wealth Advisors, Inc.: BSCR position timeline

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

Wingate Wealth Advisors, Inc. held 73,074 BSCR 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 73,074 shares
    Change vs previous 13F +452 shares

    0.63% of the 13F portfolio, value $1,433,339.

    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 72,622 shares
    Change vs previous 13F +2,080 shares

    0.76% of the 13F portfolio, value $1,425,214.

    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 70,542 shares
    Change vs previous 13F +545 shares

    0.78% of the 13F portfolio, value $1,392,490.

    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 69,997 shares
    Change vs previous 13F +575 shares

    0.96% of the 13F portfolio, value $1,379,646.

    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 69,422 shares
    Change vs previous 13F +3,096 shares

    1.21% of the 13F portfolio, value $1,364,147.

    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 66,326 shares
    Change vs previous 13F +24,737 shares

    1.5% of the 13F portfolio, value $1,299,323.

    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 41,589 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $810,157.

    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).