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Disclosery

Gateway Advisory, LLC: BRK-B position timeline

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

Gateway Advisory, LLC held 108,863 BRK-B 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 108,863 shares
    Change vs previous 13F -153 shares

    8.08% of the 13F portfolio, value $50,104,645.

    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 109,016 shares
    Change vs previous 13F +1,933 shares

    7.53% of the 13F portfolio, value $44,347,897.

    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 107,083 shares
    Change vs previous 13F +3,388 shares

    7.9% of the 13F portfolio, value $45,030,435.

    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 103,695 shares
    Change vs previous 13F +43,253 shares

    7.1% of the 13F portfolio, value $36,983,987.

    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 60,442 shares
    Change vs previous 13F +1,273 shares

    4.32% of the 13F portfolio, value $21,172,873.

    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 59,169 shares
    Change vs previous 13F +346 shares

    4.27% of the 13F portfolio, value $20,176,648.

    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 58,823 shares
    Change vs previous 13F +1,151 shares

    4.04% of the 13F portfolio, value $18,163,000.

    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 57,672 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $17,815,000.

    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).