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Wingate Wealth Advisors, Inc.: DFAS position timeline

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

Wingate Wealth Advisors, Inc. held 13,371 DFAS 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 13,371 shares
    Change vs previous 13F +2,620 shares

    0.48% of the 13F portfolio, value $1,100,945.

    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 10,751 shares
    Change vs previous 13F +24 shares

    0.41% of the 13F portfolio, value $764,744.

    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 10,727 shares
    Change vs previous 13F +29 shares

    0.42% of the 13F portfolio, value $747,350.

    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 10,698 shares
    Change vs previous 13F +56 shares

    0.51% of the 13F portfolio, value $732,356.

    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 10,642 shares
    Change vs previous 13F +3,234 shares

    0.6% of the 13F portfolio, value $677,999.

    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 7,408 shares
    Change vs previous 13F -165 shares

    0.51% of the 13F portfolio, value $442,653.

    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 7,573 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $492,864.

    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).