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Disclosery

Gateway Wealth Partners, LLC: EFV position timeline

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

Gateway Wealth Partners, LLC held 50,479 EFV 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 50,479 shares
    Change vs previous 13F -149,349 shares

    0.23% of the 13F portfolio, value $3,864,172.

    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 199,828 shares
    Change vs previous 13F +131,335 shares

    0.58% of the 13F portfolio, value $14,857,237.

    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 68,493 shares
    Change vs previous 13F -3,018 shares

    0.54% of the 13F portfolio, value $4,891,115.

    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 71,511 shares
    Change vs previous 13F -6,500 shares

    0.65% of the 13F portfolio, value $4,850,585.

    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 78,011 shares
    Change vs previous 13F +31,811 shares

    0.94% of the 13F portfolio, value $4,952,096.

    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 46,200 shares
    Change vs previous 13F -12,608 shares

    0.61% of the 13F portfolio, value $2,723,011.

    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 58,808 shares
    Change vs previous 13F +5,147 shares

    0.8% of the 13F portfolio, value $3,085,653.

    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 53,661 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,087,128.

    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).