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Wingate Wealth Advisors, Inc.: ESGD position timeline

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

Wingate Wealth Advisors, Inc. held 25,375 ESGD 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 25,375 shares
    Change vs previous 13F +377 shares

    1.15% of the 13F portfolio, value $2,608,783.

    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 24,998 shares
    Change vs previous 13F +1,128 shares

    1.28% of the 13F portfolio, value $2,390,272.

    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 23,870 shares
    Change vs previous 13F +444 shares

    1.27% of the 13F portfolio, value $2,269,822.

    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 23,426 shares
    Change vs previous 13F +199 shares

    1.51% of the 13F portfolio, value $2,178,116.

    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 23,227 shares
    Change vs previous 13F +431 shares

    1.85% of the 13F portfolio, value $2,072,281.

    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 22,796 shares
    Change vs previous 13F -298 shares

    2.14% of the 13F portfolio, value $1,862,208.

    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 23,094 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,758,379.

    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).