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Wingate Wealth Advisors, Inc.: SMLF position timeline

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

Wingate Wealth Advisors, Inc. held 107,883 SMLF 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 107,883 shares
    Change vs previous 13F +6,456 shares

    4.24% of the 13F portfolio, value $9,616,688.

    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 101,427 shares
    Change vs previous 13F +7,762 shares

    4.09% of the 13F portfolio, value $7,656,707.

    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 93,665 shares
    Change vs previous 13F +78,369 shares

    3.91% of the 13F portfolio, value $7,013,623.

    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 15,296 shares
    Change vs previous 13F +5,734 shares

    0.79% of the 13F portfolio, value $1,137,270.

    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 9,562 shares
    Change vs previous 13F -1,610 shares

    0.58% of the 13F portfolio, value $649,737.

    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 11,172 shares
    Change vs previous 13F +1,985 shares

    0.8% of the 13F portfolio, value $694,425.

    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 9,187 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $620,136.

    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).