Skip to content
Disclosery

Gateway Wealth Partners, LLC: IVV position timeline

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

Gateway Wealth Partners, LLC held 79,120 IVV 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 79,120 shares
    Change vs previous 13F -19,957 shares

    3.55% of the 13F portfolio, value $59,251,770.

    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 99,077 shares
    Change vs previous 13F +80,127 shares

    2.52% of the 13F portfolio, value $64,717,838.

    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 18,950 shares
    Change vs previous 13F +1,827 shares

    1.44% of the 13F portfolio, value $12,979,579.

    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 17,123 shares
    Change vs previous 13F +1,455 shares

    1.55% of the 13F portfolio, value $11,460,556.

    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 15,668 shares
    Change vs previous 13F -8,477 shares

    1.85% of the 13F portfolio, value $9,728,344.

    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 24,145 shares
    Change vs previous 13F +67 shares

    3.05% of the 13F portfolio, value $13,567,010.

    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 24,078 shares
    Change vs previous 13F -5,837 shares

    3.67% of the 13F portfolio, value $14,174,270.

    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 29,915 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $17,255,665.

    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).