Gateway Wealth Partners, LLC: IWM position timeline

Gateway Wealth Partners, LLC held 3,470 IWM 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 3,470 shares

   Change vs previous 13F -1,530 shares

   0.06% of the 13F portfolio, value $1,042,469.

   13F-HR 0001172661-26-003043 filed by Gateway Wealth Partners, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,000 shares

   Change vs previous 13F +3,620 shares

   0.05% of the 13F portfolio, value $1,240,020.

   13F-HR 0001172661-26-002400 filed by Gateway Wealth Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,380 shares

   Change vs previous 13F -76 shares

   0.04% of the 13F portfolio, value $339,626.

   13F-HR 0001966037-26-000001 filed by Gateway Wealth Partners, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,456 shares

   Change vs previous 13F +384 shares

   0.05% of the 13F portfolio, value $352,252.

   13F-HR 0001966037-25-000002 filed by Gateway Wealth Partners, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,072 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $231,261.

   13F-HR 0001221073-25-000077 filed by Gateway Wealth Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).