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Gateway Advisory, LLC: IBMQ position timeline

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

Gateway Advisory, LLC held 173,421 IBMQ 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 173,421 shares
    Change vs previous 13F +593 shares

    0.72% of the 13F portfolio, value $4,444,774.

    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 172,828 shares
    Change vs previous 13F -15,090 shares

    0.73% of the 13F portfolio, value $4,324,167.

    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 187,918 shares
    Change vs previous 13F +10,826 shares

    0.83% of the 13F portfolio, value $4,748,691.

    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 177,092 shares
    Change vs previous 13F +112,218 shares

    0.87% of the 13F portfolio, value $4,531,772.

    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 64,874 shares
    Change vs previous 13F +7,038 shares

    0.32% of the 13F portfolio, value $1,583,580.

    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 57,836 shares
    Change vs previous 13F +5,248 shares

    0.31% of the 13F portfolio, value $1,455,164.

    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 52,588 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,346,000.

    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).