EMBD β€” GLOBAL X FDS

Ownership history in Gateway Wealth Partners, LLC  Β·  12 quarters on record

AI Ownership Summary

Gateway Wealth Partners, LLC reported GLOBAL X FDS (EMBD) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows EMBD at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EMBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gateway Wealth Partners, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EMBD was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gateway Wealth Partners, LLC held EMBD β€” position size vs. price
% of Fund (quarterly)    EMBD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 94,746 +4,494 +5.0% 0.25% $2.3M 2026-02-14 (Est.) $24.04
2025 Q3 ADDED 90,252 +8,311 +10.1% 0.29% $2.1M 2025-11-06 $23.34
2025 Q2 ADDED 81,941 +6,451 +8.5% 0.36% $1.9M 2025-08-13 $22.76
2025 Q1 ADDED 75,490 +4,590 +6.5% 0.39% $1.7M 2025-05-01 $21.55
2024 Q4 ADDED 70,900 +7,875 +12.5% 0.41% $1.6M 2025-01-23 $21.15
2024 Q3 ADDED 63,025 +4,332 +7.4% 0.41% $1.5M 2024-10-25 $21.02
2024 Q2 ADDED 58,693 +7,147 +13.9% 0.40% $1.3M 2024-08-16 $20.90
2024 Q1 ADDED 51,546 +7,352 +16.6% 0.42% $1.2M 2024-05-15 $20.26
2023 Q4 ADDED 44,194 +5,971 +15.6% 0.40% $990K 2024-02-13 $19.27
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding EMBD

As of 2026 Q1 β€” sorted by position size

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FAQ About Gateway Wealth Partners, LLC and EMBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gateway Wealth Partners, LLC reported owning EMBD?

Gateway Wealth Partners, LLC reported EMBD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EMBD position in Gateway Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for EMBD was 0.42% in 2024 Q1.

What is the latest reported EMBD position on this page?

The most recent filing on this page is 2025 Q4, when Gateway Wealth Partners, LLC reported 94,746 shares, equal to 0.25% of portfolio, with an estimated market value of $2.3M.

What does the chart on this EMBD ownership page compare?

The chart compares Gateway Wealth Partners, LLC's quarterly EMBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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