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Wingate Wealth Advisors, Inc.: QLTY position timeline

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

Wingate Wealth Advisors, Inc. held 77,148 QLTY 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 77,148 shares
    Change vs previous 13F +3,313 shares

    1.41% of the 13F portfolio, value $3,210,917.

    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 73,835 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,671,361.

    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 73,835 shares
    Change vs previous 13F +3,440 shares

    1.58% of the 13F portfolio, value $2,839,706.

    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 70,395 shares
    Change vs previous 13F -746 shares

    1.76% of the 13F portfolio, value $2,547,601.

    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 71,141 shares
    Change vs previous 13F -1,046 shares

    2.17% of the 13F portfolio, value $2,437,287.

    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 72,187 shares
    Change vs previous 13F +9,321 shares

    2.6% of the 13F portfolio, value $2,256,555.

    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 62,866 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,009,815.

    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).