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Wingate Wealth Advisors, Inc.: VUSB position timeline

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

Wingate Wealth Advisors, Inc. held 51,963 VUSB 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 51,963 shares
    Change vs previous 13F +6,838 shares

    1.14% of the 13F portfolio, value $2,586,734.

    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 45,125 shares
    Change vs previous 13F +4,023 shares

    1.2% of the 13F portfolio, value $2,246,560.

    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 41,102 shares
    Change vs previous 13F +3,907 shares

    1.14% of the 13F portfolio, value $2,048,511.

    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 37,195 shares
    Change vs previous 13F +4,825 shares

    1.29% of the 13F portfolio, value $1,859,573.

    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 32,370 shares
    Change vs previous 13F +5,987 shares

    1.44% of the 13F portfolio, value $1,614,113.

    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 26,383 shares
    Change vs previous 13F +18,163 shares

    1.51% of the 13F portfolio, value $1,315,346.

    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 8,220 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $407,878.

    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).