Skip to content
Disclosery

Gateway Wealth Partners, LLC: SHY position timeline

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

Gateway Wealth Partners, LLC held 35,676 SHY 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 35,676 shares
    Change vs previous 13F +7,936 shares

    0.18% of the 13F portfolio, value $2,929,331.

    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 27,740 shares
    Change vs previous 13F +21,527 shares

    0.09% of the 13F portfolio, value $2,290,457.

    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 6,213 shares
    Change vs previous 13F -644 shares

    0.06% of the 13F portfolio, value $514,574.

    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 6,857 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $568,834.

    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).