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Disclosery

Gateway Wealth Partners, LLC: SHM position timeline

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

Gateway Wealth Partners, LLC held 10,729 SHM 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 10,729 shares
    Change vs previous 13F -7,487 shares

    0.03% of the 13F portfolio, value $514,625.

    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 18,216 shares
    Change vs previous 13F +9,973 shares

    0.03% of the 13F portfolio, value $871,272.

    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 8,243 shares
    Change vs previous 13F +2,540 shares

    0.04% of the 13F portfolio, value $395,579.

    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 5,703 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $274,995.

    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).