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Global Retirement Partners, LLC: AVGO position timeline

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

Global Retirement Partners, LLC held 149,464 AVGO 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 149,464 shares
    Change vs previous 13F +14,720 shares

    0.86% of the 13F portfolio, value $56,459,883.

    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 134,744 shares
    Change vs previous 13F +40,517 shares

    0.83% of the 13F portfolio, value $46,634,940.

    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 94,227 shares
    Change vs previous 13F +3,721 shares

    0.7% of the 13F portfolio, value $31,086,378.

    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 90,506 shares
    Change vs previous 13F +14,082 shares

    0.62% of the 13F portfolio, value $24,947,877.

    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 76,424 shares
    Change vs previous 13F -4,932 shares

    0.51% of the 13F portfolio, value $17,718,071.

    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 81,356 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $14,033,900.

    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).