Wingate Wealth Advisors, Inc.: IWF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wingate Wealth Advisors, Inc. on IWF, newest first. How the timeline and the estimate are built.
Wingate Wealth Advisors, Inc. held 2,380 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 2,380 sharesChange vs previous 13F +1,785 shares
0.13% of the 13F portfolio, value $295,504.
13F-HR 0002041800-26-000004 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 595 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $253,793.
13F-HR 0002041800-26-000002 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 595 sharesChange vs previous 13F +595 shares
0.16% of the 13F portfolio, value $281,629.
13F-HR 0002041800-26-000001 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -256 shares
13F-HR 0002041800-25-000003 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 256 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $102,927.
13F-HR 0002041800-25-000001 filed by Wingate Wealth Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).