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Wingate Wealth Advisors, Inc.: EAGG position timeline

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

Wingate Wealth Advisors, Inc. held 42,264 EAGG 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 42,264 shares
    Change vs previous 13F +1,719 shares

    0.88% of the 13F portfolio, value $2,003,732.

    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 40,545 shares
    Change vs previous 13F +2,169 shares

    1.03% of the 13F portfolio, value $1,927,895.

    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 38,376 shares
    Change vs previous 13F +506 shares

    1.02% of the 13F portfolio, value $1,836,294.

    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 37,870 shares
    Change vs previous 13F +4,530 shares

    1.26% of the 13F portfolio, value $1,818,882.

    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 33,340 shares
    Change vs previous 13F -3,985 shares

    1.41% of the 13F portfolio, value $1,584,968.

    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 37,325 shares
    Change vs previous 13F -726 shares

    2.04% of the 13F portfolio, value $1,772,197.

    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 38,051 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,767,085.

    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).