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Global Retirement Partners, LLC: EFG position timeline

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

Global Retirement Partners, LLC held 82,688 EFG 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 82,688 shares
    Change vs previous 13F +64,779 shares

    0.16% of the 13F portfolio, value $10,288,095.

    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 17,909 shares
    Change vs previous 13F -631 shares

    0.04% of the 13F portfolio, value $2,040,235.

    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 18,540 shares
    Change vs previous 13F -21,173 shares

    0.05% of the 13F portfolio, value $2,111,294.

    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 39,713 shares
    Change vs previous 13F +5,116 shares

    0.11% of the 13F portfolio, value $4,447,874.

    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 34,597 shares
    Change vs previous 13F +9,244 shares

    0.1% of the 13F portfolio, value $3,349,987.

    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 25,353 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,729,274.

    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).