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Disclosery

Gateway Wealth Partners, LLC: IUSB position timeline

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

Gateway Wealth Partners, LLC held 357,713 IUSB 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 357,713 shares
    Change vs previous 13F -137,318 shares

    0.99% of the 13F portfolio, value $16,508,469.

    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 495,031 shares
    Change vs previous 13F +337,770 shares

    0.89% of the 13F portfolio, value $22,865,453.

    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 157,261 shares
    Change vs previous 13F +5,813 shares

    0.81% of the 13F portfolio, value $7,318,916.

    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 151,448 shares
    Change vs previous 13F -1,082 shares

    0.96% of the 13F portfolio, value $7,074,117.

    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 152,530 shares
    Change vs previous 13F +4,181 shares

    1.34% of the 13F portfolio, value $7,051,439.

    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 148,349 shares
    Change vs previous 13F +17,503 shares

    1.54% of the 13F portfolio, value $6,835,937.

    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 130,846 shares
    Change vs previous 13F +14,316 shares

    1.53% of the 13F portfolio, value $5,914,219.

    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 116,530 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $5,490,869.

    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).