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Wingate Wealth Advisors, Inc.: IEFA position timeline

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

Wingate Wealth Advisors, Inc. held 10,013 IEFA 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 10,013 shares
    Change vs previous 13F -7,335 shares

    0.43% of the 13F portfolio, value $967,073.

    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 17,348 shares
    Change vs previous 13F +60 shares

    0.84% of the 13F portfolio, value $1,570,544.

    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 17,288 shares
    Change vs previous 13F -374 shares

    0.86% of the 13F portfolio, value $1,546,614.

    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 17,662 shares
    Change vs previous 13F +260 shares

    1.07% of the 13F portfolio, value $1,542,044.

    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 17,402 shares
    Change vs previous 13F +25 shares

    1.29% of the 13F portfolio, value $1,452,695.

    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 17,377 shares
    Change vs previous 13F +284 shares

    1.51% of the 13F portfolio, value $1,314,572.

    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 17,093 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,201,311.

    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).