Wingate Wealth Advisors, Inc.ETFConcentrated long-term

CIK: 0002041800 | LEXINGTON, MA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	128	$240.7M	2026-10-26	SEC ↗
Q2 2026	13F-HR	127	$227.1M	2026-07-29	SEC ↗
Q1 2026	13F-HR	121	$187.1M	2026-05-01	SEC ↗
Q4 2025	13F-HR	117	$179.2M	2026-01-28	SEC ↗
Q3 2025	13F-HR	109	$144.4M	2025-10-23	SEC ↗
Q2 2025	13F-HR	101	$112.3M	2025-07-29	SEC ↗
Q1 2025	13F-HR	92	$86.9M	2025-04-24	SEC ↗
Q4 2024	13F-HR	477	$101.8M	2025-01-29	SEC ↗