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Disclosery

Global Retirement Partners, LLC: CWI position timeline

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

Global Retirement Partners, LLC held 24,661 CWI 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 24,661 shares
    Change vs previous 13F -3,371 shares

    0.02% of the 13F portfolio, value $1,002,944.

    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 28,032 shares
    Change vs previous 13F +3,593 shares

    0.02% of the 13F portfolio, value $1,006,912.

    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 24,439 shares
    Change vs previous 13F +721 shares

    0.02% of the 13F portfolio, value $853,411.

    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 23,718 shares
    Change vs previous 13F -814 shares

    0.02% of the 13F portfolio, value $774,630.

    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 24,532 shares
    Change vs previous 13F +1,327 shares

    0.02% of the 13F portfolio, value $685,424.

    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 23,205 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $706,351.

    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).