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Disclosery

Gateway Wealth Partners, LLC: CGMS position timeline

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

Gateway Wealth Partners, LLC held 206,345 CGMS 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 206,345 shares
    Change vs previous 13F -125,595 shares

    0.34% of the 13F portfolio, value $5,639,415.

    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 331,940 shares
    Change vs previous 13F +275,192 shares

    0.35% of the 13F portfolio, value $9,038,695.

    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 56,748 shares
    Change vs previous 13F +18,064 shares

    0.17% of the 13F portfolio, value $1,567,388.

    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 38,684 shares
    Change vs previous 13F +16,202 shares

    0.14% of the 13F portfolio, value $1,073,487.

    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 22,482 shares
    Change vs previous 13F +7,737 shares

    0.12% of the 13F portfolio, value $620,959.

    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 14,745 shares
    Change vs previous 13F +7,329 shares

    0.09% of the 13F portfolio, value $402,527.

    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 7,416 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $202,307.

    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).