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Disclosery

Gateway Advisory, LLC: IBDS position timeline

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

Gateway Advisory, LLC held 626,432 IBDS 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 626,432 shares
    Change vs previous 13F +22,918 shares

    2.46% of the 13F portfolio, value $15,266,178.

    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 603,514 shares
    Change vs previous 13F +35,703 shares

    2.43% of the 13F portfolio, value $14,321,393.

    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 567,811 shares
    Change vs previous 13F +29,794 shares

    2.37% of the 13F portfolio, value $13,513,894.

    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 538,017 shares
    Change vs previous 13F -213,840 shares

    2.47% of the 13F portfolio, value $12,874,737.

    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 751,857 shares
    Change vs previous 13F +11,291 shares

    3.55% of the 13F portfolio, value $17,397,981.

    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 740,566 shares
    Change vs previous 13F +369,356 shares

    3.68% of the 13F portfolio, value $17,388,479.

    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 371,210 shares
    Change vs previous 13F +15,911 shares

    1.97% of the 13F portfolio, value $8,842,000.

    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 355,299 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $8,303,000.

    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).