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Wingate Wealth Advisors, Inc.: BSCS position timeline

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

Wingate Wealth Advisors, Inc. held 81,973 BSCS 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 81,973 shares
    Change vs previous 13F +548 shares

    0.74% of the 13F portfolio, value $1,669,388.

    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 81,425 shares
    Change vs previous 13F +2,094 shares

    0.89% of the 13F portfolio, value $1,662,940.

    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 79,331 shares
    Change vs previous 13F +613 shares

    0.91% of the 13F portfolio, value $1,634,211.

    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 78,718 shares
    Change vs previous 13F +3,083 shares

    1.12% of the 13F portfolio, value $1,619,225.

    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 75,635 shares
    Change vs previous 13F +609 shares

    1.38% of the 13F portfolio, value $1,549,759.

    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 75,026 shares
    Change vs previous 13F +33,821 shares

    1.76% of the 13F portfolio, value $1,526,779.

    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 41,205 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $829,448.

    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).