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Gateway Wealth Partners, LLC: AVEM position timeline

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

Gateway Wealth Partners, LLC held 82,450 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,450 shares
    Change vs previous 13F -78,033 shares

    0.48% of the 13F portfolio, value $7,955,513.

    13F-HR 0001172661-26-003043 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 160,483 shares
    Change vs previous 13F +90,458 shares

    0.5% of the 13F portfolio, value $12,931,677.

    13F-HR 0001172661-26-002400 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 70,025 shares
    Change vs previous 13F +846 shares

    0.6% of the 13F portfolio, value $5,393,297.

    13F-HR 0001966037-26-000001 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,179 shares
    Change vs previous 13F +3,350 shares

    0.7% of the 13F portfolio, value $5,196,063.

    13F-HR 0001966037-25-000002 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 65,829 shares
    Change vs previous 13F +7,241 shares

    0.86% of the 13F portfolio, value $4,511,937.

    13F-HR 0001221073-25-000077 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,588 shares
    Change vs previous 13F +3,035 shares

    0.79% of the 13F portfolio, value $3,525,227.

    13F-HR 0001221073-25-000047 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,553 shares
    Change vs previous 13F +10,953 shares

    0.85% of the 13F portfolio, value $3,265,947.

    13F-HR 0001221073-25-000010 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,600 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,881,135.

    13F-HR 0001221073-24-000092 filed by Gateway Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).