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Gateway Wealth Partners, LLC: SPTM position timeline

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

Gateway Wealth Partners, LLC held 176,685 SPTM 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 176,685 shares
    Change vs previous 13F -149,412 shares

    0.96% of the 13F portfolio, value $16,041,276.

    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 326,097 shares
    Change vs previous 13F +173,117 shares

    1% of the 13F portfolio, value $25,781,220.

    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 152,980 shares
    Change vs previous 13F +17,168 shares

    1.4% of the 13F portfolio, value $12,620,880.

    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 135,812 shares
    Change vs previous 13F +90,710 shares

    1.48% of the 13F portfolio, value $10,953,212.

    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 45,102 shares
    Change vs previous 13F +40,938 shares

    0.64% of the 13F portfolio, value $3,377,713.

    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 4,164 shares
    Change vs previous 13F -639 shares

    0.06% of the 13F portfolio, value $283,181.

    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 4,803 shares
    Change vs previous 13F -651 shares

    0.09% of the 13F portfolio, value $343,097.

    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 5,454 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $382,091.

    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).