Skip to content
Disclosery

Gateway Wealth Partners, LLC: XLE position timeline

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

Gateway Wealth Partners, LLC held 90,956 XLE 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 90,956 shares
    Change vs previous 13F -44,556 shares

    0.29% of the 13F portfolio, value $4,830,671.

    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 135,512 shares
    Change vs previous 13F +116,027 shares

    0.32% of the 13F portfolio, value $8,301,478.

    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 19,485 shares
    Change vs previous 13F +10,003 shares

    0.1% of the 13F portfolio, value $871,151.

    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 9,482 shares
    Change vs previous 13F -614 shares

    0.11% of the 13F portfolio, value $847,126.

    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 10,096 shares
    Change vs previous 13F +2,433 shares

    0.16% of the 13F portfolio, value $856,227.

    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 7,663 shares
    Change vs previous 13F +1,893 shares

    0.16% of the 13F portfolio, value $716,105.

    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 5,770 shares
    Change vs previous 13F +1,090 shares

    0.13% of the 13F portfolio, value $494,287.

    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 4,680 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $410,882.

    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).