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Wingate Wealth Advisors, Inc.: DGRW position timeline

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

Wingate Wealth Advisors, Inc. held 61,319 DGRW 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 61,319 shares
    Change vs previous 13F +16,744 shares

    2.58% of the 13F portfolio, value $5,863,312.

    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 44,575 shares
    Change vs previous 13F +2,427 shares

    2.09% of the 13F portfolio, value $3,915,469.

    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 42,148 shares
    Change vs previous 13F -438 shares

    2.1% of the 13F portfolio, value $3,769,268.

    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 42,586 shares
    Change vs previous 13F +147 shares

    2.62% of the 13F portfolio, value $3,788,471.

    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 42,439 shares
    Change vs previous 13F +3,772 shares

    3.16% of the 13F portfolio, value $3,553,847.

    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 38,667 shares
    Change vs previous 13F +4,640 shares

    3.55% of the 13F portfolio, value $3,087,952.

    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 34,027 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $2,753,836.

    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).