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Disclosery

Gateway Advisory, LLC: XLU position timeline

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

Gateway Advisory, LLC held 249,500 XLU 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 249,500 shares
    Change vs previous 13F +8,574 shares

    3.25% of the 13F portfolio, value $20,154,289.

    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 240,926 shares
    Change vs previous 13F +96,630 shares

    2.79% of the 13F portfolio, value $16,416,726.

    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 144,296 shares
    Change vs previous 13F +7,035 shares

    1.66% of the 13F portfolio, value $9,473,052.

    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 137,261 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,692,707.

    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).