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Disclosery

Gateway Wealth Partners, LLC: USFR position timeline

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

Gateway Wealth Partners, LLC held 60,116 USFR 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 60,116 shares
    Change vs previous 13F -57,798 shares

    0.18% of the 13F portfolio, value $3,026,822.

    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 117,914 shares
    Change vs previous 13F +58,658 shares

    0.23% of the 13F portfolio, value $5,935,784.

    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 59,256 shares
    Change vs previous 13F -3,903 shares

    0.33% of the 13F portfolio, value $2,981,779.

    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 63,159 shares
    Change vs previous 13F -3,129 shares

    0.43% of the 13F portfolio, value $3,174,977.

    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 66,288 shares
    Change vs previous 13F -981 shares

    0.63% of the 13F portfolio, value $3,334,966.

    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 67,269 shares
    Change vs previous 13F +1,110 shares

    0.76% of the 13F portfolio, value $3,385,644.

    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 66,159 shares
    Change vs previous 13F +3,632 shares

    0.86% of the 13F portfolio, value $3,329,107.

    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 62,527 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,140,112.

    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).