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Disclosery

Gateway Wealth Partners, LLC: CGBL position timeline

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

Gateway Wealth Partners, LLC held 259,076 CGBL 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 259,076 shares
    Change vs previous 13F -91,312 shares

    0.59% of the 13F portfolio, value $9,834,517.

    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 350,388 shares
    Change vs previous 13F +285,763 shares

    0.47% of the 13F portfolio, value $12,056,842.

    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 64,625 shares
    Change vs previous 13F +30,893 shares

    0.25% of the 13F portfolio, value $2,283,186.

    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 33,732 shares
    Change vs previous 13F +8,922 shares

    0.16% of the 13F portfolio, value $1,171,168.

    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 24,810 shares
    Change vs previous 13F +5,488 shares

    0.16% of the 13F portfolio, value $829,633.

    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 19,322 shares
    Change vs previous 13F +3,369 shares

    0.13% of the 13F portfolio, value $598,582.

    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 15,953 shares
    Change vs previous 13F +7,772 shares

    0.13% of the 13F portfolio, value $498,860.

    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 8,181 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $254,020.

    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).