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Global Retirement Partners, LLC: BRK-B position timeline

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

Global Retirement Partners, LLC held 50,916 BRK-B 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 50,916 shares
    Change vs previous 13F -4,424 shares

    0.39% of the 13F portfolio, value $25,477,818.

    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 55,340 shares
    Change vs previous 13F +7,954 shares

    0.49% of the 13F portfolio, value $27,816,612.

    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 47,386 shares
    Change vs previous 13F -2,505 shares

    0.53% of the 13F portfolio, value $23,822,645.

    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 49,891 shares
    Change vs previous 13F +14,876 shares

    0.6% of the 13F portfolio, value $24,235,365.

    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 35,015 shares
    Change vs previous 13F +1,646 shares

    0.45% of the 13F portfolio, value $15,871,425.

    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 33,369 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $15,358,531.

    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).