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Wingate Wealth Advisors, Inc.: DFEV position timeline

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

Wingate Wealth Advisors, Inc. held 8,661 DFEV 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 8,661 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $369,535.

    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 8,661 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $309,887.

    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 8,661 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $292,219.

    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 8,661 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $276,196.

    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 8,661 shares
    Change vs previous 13F +53 shares

    0.23% of the 13F portfolio, value $259,740.

    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 8,608 shares
    Change vs previous 13F +15 shares

    0.27% of the 13F portfolio, value $232,836.

    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 8,593 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $225,215.

    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).