Skip to content
Disclosery

Gateway Wealth Partners, LLC: XLV position timeline

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

Gateway Wealth Partners, LLC held 8,067 XLV 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 8,067 shares
    Change vs previous 13F -7,688 shares

    0.08% of the 13F portfolio, value $1,279,935.

    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 15,755 shares
    Change vs previous 13F -10,371 shares

    0.09% of the 13F portfolio, value $2,309,857.

    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 26,126 shares
    Change vs previous 13F -141 shares

    0.45% of the 13F portfolio, value $4,044,323.

    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 26,267 shares
    Change vs previous 13F +4,337 shares

    0.49% of the 13F portfolio, value $3,655,569.

    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 21,930 shares
    Change vs previous 13F +12,127 shares

    0.56% of the 13F portfolio, value $2,955,904.

    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 9,803 shares
    Change vs previous 13F +1,887 shares

    0.32% of the 13F portfolio, value $1,431,380.

    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 7,916 shares
    Change vs previous 13F +5,422 shares

    0.28% of the 13F portfolio, value $1,088,988.

    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 2,494 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $384,061.

    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).