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Gateway Wealth Partners, LLC: FUMB position timeline

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

Gateway Wealth Partners, LLC held 109,033 FUMB 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 109,033 shares
    Change vs previous 13F -151,033 shares

    0.13% of the 13F portfolio, value $2,186,656.

    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 260,066 shares
    Change vs previous 13F +134,492 shares

    0.2% of the 13F portfolio, value $5,214,314.

    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 125,574 shares
    Change vs previous 13F +2,994 shares

    0.28% of the 13F portfolio, value $2,519,024.

    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 122,580 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,463,851.

    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).