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Global Retirement Partners, LLC: CGCV position timeline

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

Global Retirement Partners, LLC held 16,516 CGCV 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 16,516 shares
    Change vs previous 13F +8,060 shares

    0.01% of the 13F portfolio, value $542,058.

    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 8,456 shares
    Change vs previous 13F +1,493 shares

    <0.01% of the 13F portfolio, value $257,829.

    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 6,963 shares
    Change vs previous 13F +3,031 shares

    <0.01% of the 13F portfolio, value $209,656.

    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 3,932 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $112,455.

    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).