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Global Retirement Partners, LLC: MA position timeline

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

Global Retirement Partners, LLC held 16,472 MA 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 16,472 shares
    Change vs previous 13F -5,427 shares

    0.13% of the 13F portfolio, value $8,460,077.

    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 21,899 shares
    Change vs previous 13F +8,406 shares

    0.22% of the 13F portfolio, value $12,501,729.

    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 13,493 shares
    Change vs previous 13F +718 shares

    0.17% of the 13F portfolio, value $7,675,164.

    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 12,775 shares
    Change vs previous 13F +807 shares

    0.18% of the 13F portfolio, value $7,178,624.

    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 11,968 shares
    Change vs previous 13F +285 shares

    0.18% of the 13F portfolio, value $6,302,040.

    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 11,683 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,768,937.

    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).