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Gateway Wealth Partners, LLC: AVUV position timeline

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

Gateway Wealth Partners, LLC held 115,160 AVUV 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 115,160 shares
    Change vs previous 13F -100,548 shares

    0.86% of the 13F portfolio, value $14,367,381.

    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 215,708 shares
    Change vs previous 13F +124,110 shares

    0.93% of the 13F portfolio, value $23,829,210.

    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 91,598 shares
    Change vs previous 13F +3,050 shares

    1.04% of the 13F portfolio, value $9,341,137.

    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 88,548 shares
    Change vs previous 13F +6,122 shares

    1.19% of the 13F portfolio, value $8,813,196.

    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 82,426 shares
    Change vs previous 13F +16,303 shares

    1.42% of the 13F portfolio, value $7,508,968.

    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 66,123 shares
    Change vs previous 13F +7,167 shares

    1.3% of the 13F portfolio, value $5,763,965.

    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 58,956 shares
    Change vs previous 13F +27,232 shares

    1.47% of the 13F portfolio, value $5,690,995.

    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 31,724 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,043,908.

    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).