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Global Retirement Partners, LLC: FESM position timeline

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

Global Retirement Partners, LLC held 105,564 FESM 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 105,564 shares
    Change vs previous 13F -31,505 shares

    0.08% of the 13F portfolio, value $5,097,665.

    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 137,069 shares
    Change vs previous 13F +2,270 shares

    0.09% of the 13F portfolio, value $5,178,450.

    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 134,799 shares
    Change vs previous 13F +7,274 shares

    0.11% of the 13F portfolio, value $4,928,241.

    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 127,525 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,079,519.

    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).