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Disclosery

Gateway Wealth Partners, LLC: CGDG position timeline

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

Gateway Wealth Partners, LLC held 182,567 CGDG 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 182,567 shares
    Change vs previous 13F -87,507 shares

    0.41% of the 13F portfolio, value $6,848,095.

    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 270,074 shares
    Change vs previous 13F +215,740 shares

    0.38% of the 13F portfolio, value $9,695,677.

    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 54,334 shares
    Change vs previous 13F +16,302 shares

    0.22% of the 13F portfolio, value $1,936,462.

    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 38,032 shares
    Change vs previous 13F +12,073 shares

    0.18% of the 13F portfolio, value $1,317,810.

    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 25,959 shares
    Change vs previous 13F +8,668 shares

    0.17% of the 13F portfolio, value $873,006.

    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 17,291 shares
    Change vs previous 13F +4,388 shares

    0.12% of the 13F portfolio, value $534,293.

    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 12,903 shares
    Change vs previous 13F +4,968 shares

    0.1% of the 13F portfolio, value $382,446.

    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 7,935 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $243,761.

    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).