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Disclosery

Gateway Wealth Partners, LLC: CGUS position timeline

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

Gateway Wealth Partners, LLC held 124,032 CGUS 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 124,032 shares
    Change vs previous 13F -87,667 shares

    0.33% of the 13F portfolio, value $5,516,936.

    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 211,699 shares
    Change vs previous 13F +165,990 shares

    0.32% of the 13F portfolio, value $8,133,495.

    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 45,709 shares
    Change vs previous 13F +16,041 shares

    0.2% of the 13F portfolio, value $1,838,877.

    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 29,668 shares
    Change vs previous 13F +1,966 shares

    0.16% of the 13F portfolio, value $1,173,096.

    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 27,702 shares
    Change vs previous 13F -627 shares

    0.19% of the 13F portfolio, value $1,023,050.

    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 28,329 shares
    Change vs previous 13F +7,692 shares

    0.21% of the 13F portfolio, value $946,170.

    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 20,637 shares
    Change vs previous 13F +6,341 shares

    0.19% of the 13F portfolio, value $721,691.

    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 14,296 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $490,056.

    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).