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Wingate Wealth Advisors, Inc.: FNDF position timeline

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

Wingate Wealth Advisors, Inc. held 176,471 FNDF 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 176,471 shares
    Change vs previous 13F +42,748 shares

    4.1% of the 13F portfolio, value $9,310,584.

    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 133,723 shares
    Change vs previous 13F +24,451 shares

    3.5% of the 13F portfolio, value $6,543,073.

    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 109,272 shares
    Change vs previous 13F +5,587 shares

    2.76% of the 13F portfolio, value $4,940,173.

    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 103,685 shares
    Change vs previous 13F +4,283 shares

    3.09% of the 13F portfolio, value $4,454,308.

    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 99,402 shares
    Change vs previous 13F +8,728 shares

    3.54% of the 13F portfolio, value $3,978,077.

    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 90,674 shares
    Change vs previous 13F +12,246 shares

    3.77% of the 13F portfolio, value $3,276,953.

    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 78,428 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $2,604,606.

    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).