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Wingate Wealth Advisors, Inc.: BSCU position timeline

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

Wingate Wealth Advisors, Inc. held 51,308 BSCU 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 51,308 shares
    Change vs previous 13F +477 shares

    0.38% of the 13F portfolio, value $854,015.

    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 50,831 shares
    Change vs previous 13F +1,673 shares

    0.45% of the 13F portfolio, value $849,840.

    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 49,158 shares
    Change vs previous 13F +32,609 shares

    0.46% of the 13F portfolio, value $831,748.

    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 16,549 shares
    Change vs previous 13F +5,086 shares

    0.19% of the 13F portfolio, value $279,685.

    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 11,463 shares
    Change vs previous 13F +135 shares

    0.17% of the 13F portfolio, value $192,352.

    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 11,328 shares
    Change vs previous 13F +6,123 shares

    0.22% of the 13F portfolio, value $187,925.

    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 5,205 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $85,201.

    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).