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Wingate Wealth Advisors, Inc.: DFAE position timeline

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

Wingate Wealth Advisors, Inc. held 113,262 DFAE 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 113,262 shares
    Change vs previous 13F -6,297 shares

    2.01% of the 13F portfolio, value $4,554,264.

    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 119,559 shares
    Change vs previous 13F +7,144 shares

    2.16% of the 13F portfolio, value $4,048,280.

    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 112,415 shares
    Change vs previous 13F -2,463 shares

    2.04% of the 13F portfolio, value $3,661,351.

    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 114,878 shares
    Change vs previous 13F +10,838 shares

    2.51% of the 13F portfolio, value $3,622,099.

    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 104,040 shares
    Change vs previous 13F +21,996 shares

    2.68% of the 13F portfolio, value $3,011,967.

    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 82,044 shares
    Change vs previous 13F +251 shares

    2.44% of the 13F portfolio, value $2,124,123.

    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 81,793 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $2,075,083.

    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).