Skip to content
Disclosery

Wingate Wealth Advisors, Inc.: IQLT position timeline

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

Wingate Wealth Advisors, Inc. held 77,442 IQLT 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 77,442 shares
    Change vs previous 13F +6,070 shares

    1.69% of the 13F portfolio, value $3,837,264.

    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 71,372 shares
    Change vs previous 13F +2,215 shares

    1.76% of the 13F portfolio, value $3,299,511.

    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 69,157 shares
    Change vs previous 13F +640 shares

    1.75% of the 13F portfolio, value $3,143,170.

    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 68,517 shares
    Change vs previous 13F +3,422 shares

    2.1% of the 13F portfolio, value $3,027,745.

    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 65,095 shares
    Change vs previous 13F +3,176 shares

    2.51% of the 13F portfolio, value $2,813,385.

    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 61,919 shares
    Change vs previous 13F -2,932 shares

    2.83% of the 13F portfolio, value $2,457,572.

    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 64,851 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $2,407,283.

    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).