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Disclosery

Gateway Advisory, LLC: IBDW position timeline

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

Gateway Advisory, LLC held 1,617,206 IBDW 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 1,617,206 shares
    Change vs previous 13F +53,010 shares

    5.53% of the 13F portfolio, value $34,317,178.

    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 1,564,196 shares
    Change vs previous 13F +84,528 shares

    5.39% of the 13F portfolio, value $31,737,548.

    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 1,479,668 shares
    Change vs previous 13F +71,434 shares

    5.32% of the 13F portfolio, value $30,318,407.

    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 1,408,234 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $29,249,016.

    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).