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Disclosery

Global Retirement Partners, LLC: CLVT position timeline

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

Global Retirement Partners, LLC held 946 CLVT 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 946 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $2,043.

    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 176 shares
    Change vs previous 13F +160 shares

    <0.01% of the 13F portfolio, value $588.

    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 ended2024-12-31
    13F 16 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81.

    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).