Global Retirement Partners, LLC: BDC position timeline

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

Global Retirement Partners, LLC held 682 BDC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 682 shares
Change vs previous 13F +12 shares
<0.01% of the 13F portfolio, value $81,779.
13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 670 shares
Change vs previous 13F +620 shares
<0.01% of the 13F portfolio, value $78,089.
13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 50 shares
Change vs previous 13F -250 shares
<0.01% of the 13F portfolio, value $5,631.
13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 300 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $35,139.
13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).