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Disclosery

Gateway Wealth Partners, LLC: SGOV position timeline

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

Gateway Wealth Partners, LLC held 30,214 SGOV 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 30,214 shares
    Change vs previous 13F -30,886 shares

    0.18% of the 13F portfolio, value $3,041,661.

    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 61,100 shares
    Change vs previous 13F +33,983 shares

    0.24% of the 13F portfolio, value $6,150,250.

    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 27,117 shares
    Change vs previous 13F +10,667 shares

    0.3% of the 13F portfolio, value $2,721,950.

    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 16,450 shares
    Change vs previous 13F -1,420 shares

    0.22% of the 13F portfolio, value $1,656,474.

    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 17,870 shares
    Change vs previous 13F +283 shares

    0.34% of the 13F portfolio, value $1,799,300.

    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 17,587 shares
    Change vs previous 13F +1,339 shares

    0.4% of the 13F portfolio, value $1,770,444.

    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 16,248 shares
    Change vs previous 13F +4,435 shares

    0.42% of the 13F portfolio, value $1,629,954.

    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 11,813 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,189,779.

    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).