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Disclosery

Gateway Advisory, LLC: SCHB position timeline

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

Gateway Advisory, LLC held 19,755 SCHB 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 19,755 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $1,314,123.

    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 19,754 shares
    Change vs previous 13F -61 shares

    0.21% of the 13F portfolio, value $1,241,972.

    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 19,815 shares
    Change vs previous 13F -452 shares

    0.21% of the 13F portfolio, value $1,209,682.

    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 20,267 shares
    Change vs previous 13F -27 shares

    0.22% of the 13F portfolio, value $1,128,279.

    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 20,294 shares
    Change vs previous 13F -597 shares

    0.21% of the 13F portfolio, value $1,011,666.

    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 20,891 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $1,080,048.

    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 20,890 shares
    Change vs previous 13F -2,329 shares

    0.22% of the 13F portfolio, value $1,000,000.

    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 23,219 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,040,000.

    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).