Skip to main content

Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
4,997
Value
$412.9K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2022
Holdings of WFC by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,997$412.9K<0.1%−9,158−64.7%ReducedHolders
Q1 202614,155$1.13M<0.1%+11,703+477.3%AddedHolders
Q4 20252,452$228.5K<0.1%+2,452NewHolders
Q4 20230$00.0%−8,467−100.0%Sold outHolders
Q3 20238,467$345.9K0.1%+73+0.9%AddedHolders
Q2 20238,394$358.3K0.1%−40−0.5%ReducedHolders
Q1 20238,434$315.3K<0.1%+435+5.4%AddedHolders
Q4 20227,999$330.3K0.1%–No prior filingHolders