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Global Retirement Partners, LLC: DGRO position timeline

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

Global Retirement Partners, LLC held 259,102 DGRO 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 259,102 shares
    Change vs previous 13F -66,627 shares

    0.3% of the 13F portfolio, value $19,637,324.

    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 325,729 shares
    Change vs previous 13F +91,315 shares

    0.4% of the 13F portfolio, value $22,612,089.

    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 234,414 shares
    Change vs previous 13F +19,161 shares

    0.36% of the 13F portfolio, value $15,958,883.

    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 215,253 shares
    Change vs previous 13F +72,520 shares

    0.34% of the 13F portfolio, value $13,763,301.

    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 142,733 shares
    Change vs previous 13F +11,450 shares

    0.25% of the 13F portfolio, value $8,755,213.

    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 131,283 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,230,111.

    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).