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Disclosery

Gateway Wealth Partners, LLC: PGX position timeline

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

Gateway Wealth Partners, LLC held 0 PGX 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 0 shares
    Change vs previous 13F -26,316 shares

    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).

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

  2. period ended2026-03-31
    13F 26,316 shares
    Change vs previous 13F +12,045 shares

    0.01% of the 13F portfolio, value $286,302.

    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 14,271 shares
    Change vs previous 13F +3,310 shares

    0.02% of the 13F portfolio, value $160,403.

    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 10,961 shares
    Change vs previous 13F +52 shares

    0.02% of the 13F portfolio, value $127,147.

    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 10,909 shares
    Change vs previous 13F -58,190 shares

    0.02% of the 13F portfolio, value $121,415.

    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 69,099 shares
    Change vs previous 13F +8,439 shares

    0.17% of the 13F portfolio, value $775,291.

    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 60,660 shares
    Change vs previous 13F +5,360 shares

    0.18% of the 13F portfolio, value $699,407.

    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 55,300 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $682,958.

    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).