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Gateway Wealth Partners, LLC: XLK position timeline

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

Gateway Wealth Partners, LLC held 28,318 XLK 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 28,318 shares
    Change vs previous 13F -26,234 shares

    0.32% of the 13F portfolio, value $5,395,164.

    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 54,552 shares
    Change vs previous 13F +24,617 shares

    0.28% of the 13F portfolio, value $7,250,012.

    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 29,935 shares
    Change vs previous 13F +19,699 shares

    0.48% of the 13F portfolio, value $4,309,801.

    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 10,236 shares
    Change vs previous 13F -5,459 shares

    0.39% of the 13F portfolio, value $2,885,168.

    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 15,695 shares
    Change vs previous 13F +11,835 shares

    0.75% of the 13F portfolio, value $3,974,562.

    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 3,860 shares
    Change vs previous 13F +2,018 shares

    0.18% of the 13F portfolio, value $797,063.

    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 1,842 shares
    Change vs previous 13F +60 shares

    0.11% of the 13F portfolio, value $428,258.

    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 1,782 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $402,223.

    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).