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Gateway Wealth Partners, LLC: FVD position timeline

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

Gateway Wealth Partners, LLC held 204,631 FVD 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 204,631 shares
    Change vs previous 13F -248,145 shares

    0.59% of the 13F portfolio, value $9,859,082.

    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 452,776 shares
    Change vs previous 13F +240,213 shares

    0.83% of the 13F portfolio, value $21,294,053.

    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 212,563 shares
    Change vs previous 13F +33,219 shares

    1.09% of the 13F portfolio, value $9,794,880.

    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 179,344 shares
    Change vs previous 13F +5,549 shares

    1.12% of the 13F portfolio, value $8,292,876.

    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 173,795 shares
    Change vs previous 13F -2,369 shares

    1.47% of the 13F portfolio, value $7,768,610.

    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 176,164 shares
    Change vs previous 13F -1,570 shares

    1.76% of the 13F portfolio, value $7,855,180.

    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 177,734 shares
    Change vs previous 13F +20,891 shares

    2.01% of the 13F portfolio, value $7,756,281.

    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 156,843 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $7,134,789.

    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).