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Disclosery

Gateway Advisory, LLC: SHM position timeline

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

Gateway Advisory, LLC held 0 SHM shares at 2023-12-31 per its 13F-HR filed 2024-02-07.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -114,596 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 114,596 shares
    Change vs previous 13F +3,721 shares

    1.08% of the 13F portfolio, value $5,297,770.

    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).

  3. period ended2023-06-30
    13F 110,875 shares
    Change vs previous 13F +46,574 shares

    1.11% of the 13F portfolio, value $5,216,690.

    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).

  4. period ended2023-03-31
    13F/A 64,301 shares
    Change vs previous 13F +10,219 shares

    0.68% of the 13F portfolio, value $3,058,000.

    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).

  5. period ended2022-12-31
    13F 54,082 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,541,000.

    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).