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Disclosery

Gateway Advisory, LLC: USMV position timeline

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

Gateway Advisory, LLC held 4,358 USMV 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 4,358 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $397,929.

    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 4,358 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $365,898.

    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 4,433 shares
    Change vs previous 13F -4,016 shares

    0.06% of the 13F portfolio, value $370,510.

    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 8,449 shares
    Change vs previous 13F +3,378 shares

    0.13% of the 13F portfolio, value $659,275.

    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 5,071 shares
    Change vs previous 13F -294 shares

    0.07% of the 13F portfolio, value $367,039.

    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 5,365 shares
    Change vs previous 13F -196 shares

    0.08% of the 13F portfolio, value $398,780.

    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 5,561 shares
    Change vs previous 13F -2,919 shares

    0.09% of the 13F portfolio, value $405,000.

    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 8,480 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $611,000.

    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).