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Disclosery

Gateway Wealth Partners, LLC: WM position timeline

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

Gateway Wealth Partners, LLC held 5,357 WM 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 5,357 shares
    Change vs previous 13F -2,778 shares

    0.07% of the 13F portfolio, value $1,193,937.

    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 8,135 shares
    Change vs previous 13F +5,341 shares

    0.07% of the 13F portfolio, value $1,869,371.

    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 2,794 shares
    Change vs previous 13F +1,871 shares

    0.07% of the 13F portfolio, value $613,833.

    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 923 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $203,836.

    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 923 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $211,209.

    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 923 shares
    Change vs previous 13F -150 shares

    0.05% of the 13F portfolio, value $213,689.

    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 1,073 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $216,524.

    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).