Global Retirement Partners, LLC: EPI position timeline

Global Retirement Partners, LLC held 218 EPI shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 218 shares

   Change vs previous 13F -144 shares

   <0.01% of the 13F portfolio, value $10,091.

   13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 362 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $15,998.

   13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 362 shares

   Change vs previous 13F -82,781 shares

   <0.01% of the 13F portfolio, value $17,181.

   13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 83,143 shares

   Change vs previous 13F +58,529 shares

   0.11% of the 13F portfolio, value $3,763,881.

   13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 24,614 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $1,242,022.

   13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).