Wingate Wealth Advisors, Inc. has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is important as it provides a snapshot of the company's investment strategy and portfolio adjustments over the quarter.
Wingate Wealth Advisors, Inc. is categorized under the entity type 'other' and is based in Lexington, Massachusetts. The company primarily focuses on wealth management services. Recent filings include the 13F-HR submitted on October 26, 2026, and prior filings throughout 2026, showcasing the company's ongoing commitment to transparency in its investment activities.
The filing states that it was accepted on October 26, 2026, and covers the period ending September 30, 2026. Specific details about the holdings were not available in the SEC filing, but such reports typically include a list of securities held by the firm.
This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management industry. By reviewing Wingate's investment choices, other firms can gain insights into market trends and potential investment strategies.
The filing does not say what happens next.
Filing Details
The 13F-HR filing by Wingate Wealth Advisors, Inc. includes essential information regarding its institutional investment activities. The filing date was October 26, 2026, and it was accepted on the same day, indicating a timely submission that reflects the company's adherence to regulatory requirements.
Wingate Wealth Advisors, Inc. has a Central Index Key (CIK) of 0002041800, and its IRS number is 042925239. The company is incorporated in Massachusetts, and its fiscal year ends on December 31. This information is crucial for stakeholders who wish to understand the regulatory context in which the firm operates.
Contact Information
For further inquiries, Wingate Wealth Advisors can be contacted at their business address: 450 Bedford Street, Lexington, MA 02420. They also provide a phone number, 781-862-7100, for direct communication.
The filing does not include specific details about the investment holdings or strategies employed by Wingate Wealth Advisors, Inc., which typically accompany such reports.