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Gateway Wealth Partners, LLC: CGCV position timeline

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

Gateway Wealth Partners, LLC held 47,247 CGCV 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 47,247 shares
    Change vs previous 13F -20,888 shares

    0.09% of the 13F portfolio, value $1,550,645.

    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 68,135 shares
    Change vs previous 13F +52,156 shares

    0.08% of the 13F portfolio, value $2,031,116.

    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 15,979 shares
    Change vs previous 13F +7,471 shares

    0.05% of the 13F portfolio, value $487,185.

    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 8,508 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $256,170.

    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).