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Gateway Wealth Partners, LLC: EFAV position timeline

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

Gateway Wealth Partners, LLC held 12,307 EFAV 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 12,307 shares
    Change vs previous 13F -10,837 shares

    0.06% of the 13F portfolio, value $1,079,425.

    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 23,144 shares
    Change vs previous 13F +12,236 shares

    0.08% of the 13F portfolio, value $2,114,647.

    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 10,908 shares
    Change vs previous 13F -2,342 shares

    0.1% of the 13F portfolio, value $940,807.

    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 13,250 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $1,124,014.

    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 13,350 shares
    Change vs previous 13F -126 shares

    0.21% of the 13F portfolio, value $1,122,220.

    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 13,476 shares
    Change vs previous 13F -100 shares

    0.24% of the 13F portfolio, value $1,050,022.

    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 13,576 shares
    Change vs previous 13F +53 shares

    0.25% of the 13F portfolio, value $959,936.

    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 13,523 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,037,227.

    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).