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Gateway Wealth Partners, LLC: OAKM position timeline

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

Gateway Wealth Partners, LLC held 84,622 OAKM 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 84,622 shares
    Change vs previous 13F -88,608 shares

    0.14% of the 13F portfolio, value $2,383,813.

    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 173,230 shares
    Change vs previous 13F +120,742 shares

    0.19% of the 13F portfolio, value $4,775,106.

    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 52,488 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,488,569.

    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).