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Gateway Wealth Partners, LLC: CGDV position timeline

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

Gateway Wealth Partners, LLC held 162,572 CGDV 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 162,572 shares
    Change vs previous 13F -134,265 shares

    0.48% of the 13F portfolio, value $8,011,517.

    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 296,837 shares
    Change vs previous 13F +188,458 shares

    0.49% of the 13F portfolio, value $12,627,449.

    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 108,379 shares
    Change vs previous 13F +72,441 shares

    0.53% of the 13F portfolio, value $4,729,639.

    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 35,938 shares
    Change vs previous 13F +8,945 shares

    0.2% of the 13F portfolio, value $1,510,488.

    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 26,993 shares
    Change vs previous 13F +5,105 shares

    0.2% of the 13F portfolio, value $1,065,947.

    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 21,888 shares
    Change vs previous 13F +7,746 shares

    0.18% of the 13F portfolio, value $780,086.

    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 14,142 shares
    Change vs previous 13F +3,779 shares

    0.13% of the 13F portfolio, value $498,653.

    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 10,363 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $377,617.

    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).