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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

SHEL holding history

Shell plc 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.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q2 2026)
10,720
Value
$831.2K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of SHEL by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,720$831.2K<0.1%−4,114−27.7%ReducedHolders
Q1 202614,834$1.38M0.1%+10,283+226.0%AddedHolders
Q4 20254,551$334.4K<0.1%+487+12.0%AddedHolders
Q3 20254,064$290.7K<0.1%−143−3.4%ReducedHolders
Q2 20254,207$296.2K0.1%+93+2.3%AddedHolders
Q1 20254,114$301.5K0.1%+10.0%AddedHolders
Q4 20244,113$257.7K0.1%−248−5.7%ReducedHolders
Q3 20244,361$287.6K0.1%+51+1.2%AddedHolders
Q2 20244,310$311.1K0.1%−349−7.5%ReducedHolders
Q1 20244,659$312.3K0.1%−151−3.1%ReducedHolders
Q4 20234,810$316.5K0.1%+783+19.4%AddedHolders
Q3 20234,027$259.2K<0.1%+4,027NewHolders