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Global Retirement Partners, LLC: CGDV position timeline

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

Global Retirement Partners, LLC held 780,160 CGDV 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 780,160 shares
    Change vs previous 13F +15,764 shares

    0.59% of the 13F portfolio, value $38,446,289.

    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 764,396 shares
    Change vs previous 13F +81,072 shares

    0.59% of the 13F portfolio, value $33,358,234.

    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 683,324 shares
    Change vs previous 13F +13,780 shares

    0.64% of the 13F portfolio, value $28,720,109.

    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 669,544 shares
    Change vs previous 13F -19,578 shares

    0.66% of the 13F portfolio, value $26,440,281.

    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 689,122 shares
    Change vs previous 13F +34,932 shares

    0.7% of the 13F portfolio, value $24,298,440.

    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 654,190 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $23,838,692.

    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).