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Disclosery

Gateway Wealth Partners, LLC: LMBS position timeline

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

Gateway Wealth Partners, LLC held 61,013 LMBS 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 61,013 shares
    Change vs previous 13F -91,978 shares

    0.18% of the 13F portfolio, value $3,037,226.

    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 152,991 shares
    Change vs previous 13F +69,488 shares

    0.3% of the 13F portfolio, value $7,620,527.

    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 83,503 shares
    Change vs previous 13F +65,242 shares

    0.46% of the 13F portfolio, value $4,174,289.

    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 18,261 shares
    Change vs previous 13F -1,194 shares

    0.12% of the 13F portfolio, value $909,227.

    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 19,455 shares
    Change vs previous 13F -2,134 shares

    0.18% of the 13F portfolio, value $958,381.

    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 21,589 shares
    Change vs previous 13F +1,423 shares

    0.24% of the 13F portfolio, value $1,061,306.

    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 20,166 shares
    Change vs previous 13F -529 shares

    0.25% of the 13F portfolio, value $981,454.

    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 20,695 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,022,553.

    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).