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Gateway Advisory, LLC: UNH position timeline

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

Gateway Advisory, LLC held 355 UNH 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 355 shares
    Change vs previous 13F +355 shares

    0.03% of the 13F portfolio, value $207,596.

    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 ended2024-03-31
    13F 0 shares
    Change vs previous 13F -9,125 shares

    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).

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

  3. period ended2023-12-31
    13F 9,125 shares
    Change vs previous 13F -274 shares

    0.92% of the 13F portfolio, value $4,803,824.

    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).

  4. period ended2023-09-30
    13F 9,399 shares
    Change vs previous 13F +226 shares

    0.97% of the 13F portfolio, value $4,739,071.

    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).

  5. period ended2023-06-30
    13F 9,173 shares
    Change vs previous 13F -904 shares

    0.93% of the 13F portfolio, value $4,408,975.

    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).

  6. period ended2023-03-31
    13F/A 10,077 shares
    Change vs previous 13F +259 shares

    1.06% of the 13F portfolio, value $4,762,000.

    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).

  7. period ended2022-12-31
    13F 9,818 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $5,205,000.

    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).