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Global Retirement Partners, LLC: EES position timeline

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

Global Retirement Partners, LLC held 20,207 EES 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 20,207 shares
    Change vs previous 13F -2,190 shares

    0.02% of the 13F portfolio, value $1,369,806.

    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 22,397 shares
    Change vs previous 13F -1,185 shares

    0.02% of the 13F portfolio, value $1,275,049.

    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 23,582 shares
    Change vs previous 13F -1,308 shares

    0.03% of the 13F portfolio, value $1,317,500.

    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 24,890 shares
    Change vs previous 13F -247,573 shares

    0.03% of the 13F portfolio, value $1,268,388.

    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 272,463 shares
    Change vs previous 13F +26,056 shares

    0.42% of the 13F portfolio, value $14,696,669.

    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 246,407 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $12,997,995.

    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).