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Disclosery

Gateway Advisory, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gateway Advisory, LLC on AGG, newest first. How the timeline and the estimate are built.

Gateway Advisory, LLC held 77,031 AGG shares at 2024-09-30 per its 13F-HR filed 2024-11-14.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 77,031 shares
    Change vs previous 13F -1,282 shares

    1.26% of the 13F portfolio, value $7,800,929.

    13F-HR 0001512404-24-000006 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 78,313 shares
    Change vs previous 13F +3,017 shares

    1.29% of the 13F portfolio, value $7,601,843.

    13F-HR 0001512404-24-000004 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 75,296 shares
    Change vs previous 13F +58,034 shares

    1.29% of the 13F portfolio, value $7,374,490.

    13F-HR 0001512404-24-000003 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 17,262 shares
    Change vs previous 13F +151 shares

    0.33% of the 13F portfolio, value $1,713,254.

    13F-HR 0001512404-24-000001 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 17,111 shares
    Change vs previous 13F +787 shares

    0.33% of the 13F portfolio, value $1,609,118.

    13F-HR 0001512404-23-000007 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 16,324 shares
    Change vs previous 13F +153 shares

    0.34% of the 13F portfolio, value $1,598,936.

    13F-HR 0001512404-23-000005 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F/A 16,171 shares
    Change vs previous 13F -25,252 shares

    0.36% of the 13F portfolio, value $1,611,000.

    13F-HR/A 0001512404-23-000004 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 41,423 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,018,000.

    13F-HR 0001512404-23-000002 filed by Gateway Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).