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Gateway Wealth Partners, LLC: SDVY position timeline

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

Gateway Wealth Partners, LLC held 179,511 SDVY 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 179,511 shares
    Change vs previous 13F -171,535 shares

    0.46% of the 13F portfolio, value $7,744,087.

    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 351,046 shares
    Change vs previous 13F +204,098 shares

    0.54% of the 13F portfolio, value $13,841,732.

    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 146,948 shares
    Change vs previous 13F +8,995 shares

    0.63% of the 13F portfolio, value $5,631,056.

    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 137,953 shares
    Change vs previous 13F +20,306 shares

    0.71% of the 13F portfolio, value $5,244,889.

    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 117,647 shares
    Change vs previous 13F +10,881 shares

    0.79% of the 13F portfolio, value $4,150,584.

    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 106,766 shares
    Change vs previous 13F +91,965 shares

    0.8% of the 13F portfolio, value $3,576,697.

    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 14,801 shares
    Change vs previous 13F -4,750 shares

    0.14% of the 13F portfolio, value $530,613.

    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 19,551 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $711,261.

    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).