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Global Retirement Partners, LLC: EFV position timeline

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

Global Retirement Partners, LLC held 169,964 EFV 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 169,964 shares
    Change vs previous 13F -71,649 shares

    0.2% of the 13F portfolio, value $13,010,773.

    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 241,613 shares
    Change vs previous 13F +62,095 shares

    0.31% of the 13F portfolio, value $17,253,573.

    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 179,518 shares
    Change vs previous 13F -11,774 shares

    0.27% of the 13F portfolio, value $12,176,723.

    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 191,292 shares
    Change vs previous 13F +73,282 shares

    0.3% of the 13F portfolio, value $12,143,232.

    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 118,010 shares
    Change vs previous 13F +18,842 shares

    0.18% of the 13F portfolio, value $6,192,006.

    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 99,168 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,705,141.

    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).