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Disclosery

Gateway Wealth Partners, LLC: SDY position timeline

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

Gateway Wealth Partners, LLC held 1,943 SDY 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 1,943 shares
    Change vs previous 13F -1,337 shares

    0.02% of the 13F portfolio, value $295,693.

    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 3,280 shares
    Change vs previous 13F +1,660 shares

    0.02% of the 13F portfolio, value $478,542.

    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 1,620 shares
    Change vs previous 13F +49 shares

    0.03% of the 13F portfolio, value $225,481.

    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 1,571 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $220,067.

    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 1,567 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $212,703.

    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).