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Gateway Wealth Partners, LLC: GEV position timeline

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

Gateway Wealth Partners, LLC held 1,612 GEV 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 1,612 shares
    Change vs previous 13F -1,625 shares

    0.11% of the 13F portfolio, value $1,893,902.

    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 3,237 shares
    Change vs previous 13F +2,204 shares

    0.11% of the 13F portfolio, value $2,825,416.

    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 1,033 shares
    Change vs previous 13F +646 shares

    0.08% of the 13F portfolio, value $675,229.

    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 387 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $238,004.

    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).