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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

BMO holding history

Bank of Montreal in every 13F filed by Gateway Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
1,243
Value
$219.7K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of BMO by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,243$219.7K<0.1%−2,017−61.9%ReducedHolders
Q1 20263,260$441.2K<0.1%+3,260NewHolders