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Wingate Wealth Advisors, Inc.: SPHQ position timeline

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

Wingate Wealth Advisors, Inc. held 78,339 SPHQ 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 78,339 shares
    Change vs previous 13F +52,675 shares

    3.11% of the 13F portfolio, value $7,058,319.

    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 25,664 shares
    Change vs previous 13F +3,724 shares

    1.03% of the 13F portfolio, value $1,929,713.

    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 21,940 shares
    Change vs previous 13F +3,075 shares

    0.92% of the 13F portfolio, value $1,646,575.

    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 18,865 shares
    Change vs previous 13F +3,866 shares

    0.96% of the 13F portfolio, value $1,382,588.

    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 14,999 shares
    Change vs previous 13F +2,602 shares

    0.95% of the 13F portfolio, value $1,068,798.

    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 12,397 shares
    Change vs previous 13F +360 shares

    0.95% of the 13F portfolio, value $822,406.

    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 12,037 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $806,807.

    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).