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Wingate Wealth Advisors, Inc.: VEA position timeline

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

Wingate Wealth Advisors, Inc. held 65,589 VEA 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 65,589 shares
    Change vs previous 13F +3,397 shares

    2.06% of the 13F portfolio, value $4,673,246.

    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 62,192 shares
    Change vs previous 13F +4,049 shares

    2.13% of the 13F portfolio, value $3,985,252.

    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 58,143 shares
    Change vs previous 13F +3,404 shares

    2.03% of the 13F portfolio, value $3,632,199.

    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 54,739 shares
    Change vs previous 13F +1,721 shares

    2.27% of the 13F portfolio, value $3,279,945.

    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 53,018 shares
    Change vs previous 13F +45,360 shares

    2.69% of the 13F portfolio, value $3,022,580.

    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 7,658 shares
    Change vs previous 13F +975 shares

    0.45% of the 13F portfolio, value $389,261.

    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 6,683 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $319,587.

    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).