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Disclosery

Gateway Wealth Partners, LLC: RDVI position timeline

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

Gateway Wealth Partners, LLC held 172,209 RDVI 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 172,209 shares
    Change vs previous 13F -150,429 shares

    0.3% of the 13F portfolio, value $5,062,957.

    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 322,638 shares
    Change vs previous 13F +167,789 shares

    0.32% of the 13F portfolio, value $8,243,394.

    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 154,849 shares
    Change vs previous 13F -14,529 shares

    0.45% of the 13F portfolio, value $4,063,230.

    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 169,378 shares
    Change vs previous 13F +2,525 shares

    0.59% of the 13F portfolio, value $4,378,416.

    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 166,853 shares
    Change vs previous 13F +4,424 shares

    0.78% of the 13F portfolio, value $4,122,922.

    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 162,429 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,852,807.

    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).