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Gateway Wealth Partners, LLC: QUAL position timeline

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

Gateway Wealth Partners, LLC held 5,209 QUAL 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 5,209 shares
    Change vs previous 13F -49,557 shares

    0.07% of the 13F portfolio, value $1,142,928.

    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 54,766 shares
    Change vs previous 13F +37,523 shares

    0.41% of the 13F portfolio, value $10,504,585.

    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 17,243 shares
    Change vs previous 13F -12,485 shares

    0.38% of the 13F portfolio, value $3,424,871.

    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 29,728 shares
    Change vs previous 13F -239 shares

    0.78% of the 13F portfolio, value $5,782,205.

    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 29,967 shares
    Change vs previous 13F +4,845 shares

    1.04% of the 13F portfolio, value $5,478,569.

    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 25,122 shares
    Change vs previous 13F +1,939 shares

    0.96% of the 13F portfolio, value $4,293,058.

    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 23,183 shares
    Change vs previous 13F +1,237 shares

    1.07% of the 13F portfolio, value $4,128,389.

    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 21,946 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,934,944.

    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).