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Disclosery

Gateway Wealth Partners, LLC: MTUM position timeline

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

Gateway Wealth Partners, LLC held 22,613 MTUM 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 22,613 shares
    Change vs previous 13F -20,555 shares

    0.47% of the 13F portfolio, value $7,752,263.

    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 43,168 shares
    Change vs previous 13F +30,041 shares

    0.4% of the 13F portfolio, value $10,360,144.

    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 13,127 shares
    Change vs previous 13F +5,177 shares

    0.37% of the 13F portfolio, value $3,285,807.

    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 7,950 shares
    Change vs previous 13F +494 shares

    0.28% of the 13F portfolio, value $2,038,903.

    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 7,456 shares
    Change vs previous 13F +1,523 shares

    0.34% of the 13F portfolio, value $1,791,905.

    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 5,933 shares
    Change vs previous 13F +481 shares

    0.27% of the 13F portfolio, value $1,199,304.

    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 5,452 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,128,098.

    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).