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Disclosery

Gateway Advisory, LLC: SHV position timeline

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

Gateway Advisory, LLC held 546,560 SHV 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 546,560 shares
    Change vs previous 13F +66,717 shares

    9.75% of the 13F portfolio, value $60,465,884.

    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 479,843 shares
    Change vs previous 13F -78,874 shares

    9.01% of the 13F portfolio, value $53,022,666.

    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 558,717 shares
    Change vs previous 13F -52,992 shares

    10.83% of the 13F portfolio, value $61,760,620.

    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 611,709 shares
    Change vs previous 13F -1,042,608 shares

    12.93% of the 13F portfolio, value $67,367,473.

    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 1,654,317 shares
    Change vs previous 13F +105,580 shares

    37.27% of the 13F portfolio, value $182,752,446.

    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 1,548,737 shares
    Change vs previous 13F -150,043 shares

    36.24% of the 13F portfolio, value $171,057,954.

    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 1,698,780 shares
    Change vs previous 13F not available

    41.8% of the 13F portfolio, value $187,715,000.

    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).