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Wingate Wealth Advisors, Inc.: TCAF position timeline

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

Wingate Wealth Advisors, Inc. held 100,561 TCAF 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 100,561 shares
    Change vs previous 13F +10,259 shares

    1.82% of the 13F portfolio, value $4,133,062.

    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 90,302 shares
    Change vs previous 13F +1,917 shares

    1.72% of the 13F portfolio, value $3,213,846.

    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 88,385 shares
    Change vs previous 13F +438 shares

    1.88% of the 13F portfolio, value $3,378,072.

    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 87,947 shares
    Change vs previous 13F -825 shares

    2.3% of the 13F portfolio, value $3,315,607.

    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 88,772 shares
    Change vs previous 13F -2,715 shares

    2.79% of the 13F portfolio, value $3,131,888.

    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 91,487 shares
    Change vs previous 13F +6,548 shares

    3.4% of the 13F portfolio, value $2,953,207.

    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 84,939 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $2,825,927.

    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).