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Disclosery

Gateway Wealth Partners, LLC: XLF position timeline

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

Gateway Wealth Partners, LLC held 70,347 XLF 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 70,347 shares
    Change vs previous 13F -51,614 shares

    0.23% of the 13F portfolio, value $3,771,327.

    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 121,961 shares
    Change vs previous 13F +98,915 shares

    0.23% of the 13F portfolio, value $6,021,168.

    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 23,046 shares
    Change vs previous 13F -357 shares

    0.14% of the 13F portfolio, value $1,262,223.

    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 23,403 shares
    Change vs previous 13F +7,219 shares

    0.17% of the 13F portfolio, value $1,260,695.

    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 16,184 shares
    Change vs previous 13F +66 shares

    0.16% of the 13F portfolio, value $847,534.

    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 16,118 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $802,836.

    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).