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Wingate Wealth Advisors, Inc.: FNDX position timeline

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

Wingate Wealth Advisors, Inc. held 282,455 FNDX 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 282,455 shares
    Change vs previous 13F +8,850 shares

    3.87% of the 13F portfolio, value $8,784,361.

    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 273,605 shares
    Change vs previous 13F +28,276 shares

    4.07% of the 13F portfolio, value $7,619,899.

    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 245,329 shares
    Change vs previous 13F +4,881 shares

    3.72% of the 13F portfolio, value $6,675,415.

    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 240,448 shares
    Change vs previous 13F +30,586 shares

    4.38% of the 13F portfolio, value $6,323,777.

    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 209,862 shares
    Change vs previous 13F +77,430 shares

    4.59% of the 13F portfolio, value $5,150,015.

    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 132,432 shares
    Change vs previous 13F +21,489 shares

    3.6% of the 13F portfolio, value $3,126,712.

    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 110,943 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,627,124.

    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).