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Global Retirement Partners, LLC: AEP position timeline

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

Global Retirement Partners, LLC held 27,690 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,690 shares
    Change vs previous 13F +5,997 shares

    0.06% of the 13F portfolio, value $3,788,293.

    13F-HR 0001580642-26-004976 filed by Global Retirement 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 ended2025-12-31
    13F 21,693 shares
    Change vs previous 13F +9,075 shares

    0.04% of the 13F portfolio, value $2,501,366.

    13F-HR 0001580642-26-000877 filed by Global Retirement 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 ended2025-09-30
    13F 12,618 shares
    Change vs previous 13F +1,749 shares

    0.03% of the 13F portfolio, value $1,419,541.

    13F-HR 0001580642-25-006659 filed by Global Retirement 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 ended2025-06-30
    13F 10,869 shares
    Change vs previous 13F +4,671 shares

    0.03% of the 13F portfolio, value $1,127,765.

    13F-HR 0001580642-25-005069 filed by Global Retirement 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 ended2024-12-31
    13F 6,198 shares
    Change vs previous 13F +444 shares

    0.02% of the 13F portfolio, value $571,654.

    13F-HR 0001580642-25-000642 filed by Global Retirement 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 ended2024-09-30
    13F 5,754 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $590,325.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).