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Gateway Advisory, LLC: IBMO position timeline

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

Gateway Advisory, LLC held 110,093 IBMO 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 110,093 shares
    Change vs previous 13F +903 shares

    0.46% of the 13F portfolio, value $2,824,445.

    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 109,190 shares
    Change vs previous 13F -10,304 shares

    0.47% of the 13F portfolio, value $2,764,692.

    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 119,494 shares
    Change vs previous 13F +7,486 shares

    0.53% of the 13F portfolio, value $3,029,169.

    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 112,008 shares
    Change vs previous 13F +53,367 shares

    0.55% of the 13F portfolio, value $2,857,437.

    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 58,641 shares
    Change vs previous 13F +2,133 shares

    0.3% of the 13F portfolio, value $1,454,878.

    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 56,508 shares
    Change vs previous 13F -2,473 shares

    0.3% of the 13F portfolio, value $1,422,882.

    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 58,981 shares
    Change vs previous 13F +9,629 shares

    0.34% of the 13F portfolio, value $1,506,000.

    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 49,352 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,244,000.

    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).