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Disclosery

Gateway Wealth Partners, LLC: PHYS position timeline

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

Gateway Wealth Partners, LLC held 42,965 PHYS 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 42,965 shares
    Change vs previous 13F -39,619 shares

    0.08% of the 13F portfolio, value $1,296,254.

    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 82,584 shares
    Change vs previous 13F +61,124 shares

    0.11% of the 13F portfolio, value $2,926,778.

    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 21,460 shares
    Change vs previous 13F +2,245 shares

    0.08% of the 13F portfolio, value $708,609.

    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 19,215 shares
    Change vs previous 13F +651 shares

    0.08% of the 13F portfolio, value $569,148.

    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 18,564 shares
    Change vs previous 13F +2,994 shares

    0.09% of the 13F portfolio, value $470,599.

    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 15,570 shares
    Change vs previous 13F +4,350 shares

    0.08% of the 13F portfolio, value $374,614.

    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 11,220 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $225,971.

    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 11,220 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $228,664.

    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).