Wingate Wealth Advisors, Inc.

SEC CIK: 0002041800
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PSA holding history

Public Storage in every 13F filed by Wingate Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PSA overview All 13F holders of PSA Full Q2 2026 holdings

Shares (Q2 2026): 636
Value: $202.3K
% of portfolio: 0.1%
Quarters held: 2; Since Q4 2024

Holdings of PSA by Wingate Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	636	$202.3K	0.1%	+636	New	Holders
Q1 2025	0	$0	0.0%	−636−100.0%	Sold out	Holders
Q4 2024	636	$190.3K	0.2%	–	No prior filing	Holders