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Disclosery

Gateway Wealth Partners, LLC: IJR position timeline

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

Gateway Wealth Partners, LLC held 47,766 IJR 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 47,766 shares
    Change vs previous 13F -46,593 shares

    0.42% of the 13F portfolio, value $7,084,210.

    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 94,359 shares
    Change vs previous 13F +58,771 shares

    0.46% of the 13F portfolio, value $11,729,863.

    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 35,588 shares
    Change vs previous 13F -932 shares

    0.48% of the 13F portfolio, value $4,277,005.

    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 36,520 shares
    Change vs previous 13F +261 shares

    0.59% of the 13F portfolio, value $4,339,619.

    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 36,259 shares
    Change vs previous 13F -1,653 shares

    0.75% of the 13F portfolio, value $3,962,769.

    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 37,912 shares
    Change vs previous 13F +255 shares

    0.89% of the 13F portfolio, value $3,964,443.

    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 37,657 shares
    Change vs previous 13F +360 shares

    1.12% of the 13F portfolio, value $4,338,781.

    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 37,297 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,362,278.

    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).