Gateway Wealth Partners, LLC: IYW position timeline

Gateway Wealth Partners, LLC held 0 IYW shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -8,888 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 8,888 shares

   Change vs previous 13F -777 shares

   0.29% of the 13F portfolio, value $1,539,934.

   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).

3. period ended2025-03-31

   13F 9,665 shares

   Change vs previous 13F +490 shares

   0.3% of the 13F portfolio, value $1,357,293.

   13F-HR 0001221073-25-000047 filed by Gateway Wealth Partners, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 9,175 shares

   Change vs previous 13F -141 shares

   0.38% of the 13F portfolio, value $1,463,586.

   13F-HR 0001221073-25-000010 filed by Gateway Wealth Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 9,316 shares

   Change vs previous 13F not available

   0.39% of the 13F portfolio, value $1,412,537.

   13F-HR 0001221073-24-000092 filed by Gateway Wealth Partners, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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