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Global Retirement Partners, LLC: MBB position timeline

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

Global Retirement Partners, LLC held 290,132 MBB 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 290,132 shares
    Change vs previous 13F +48,590 shares

    0.42% of the 13F portfolio, value $27,423,243.

    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 241,542 shares
    Change vs previous 13F +45,284 shares

    0.41% of the 13F portfolio, value $22,999,660.

    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 196,258 shares
    Change vs previous 13F -3,849 shares

    0.42% of the 13F portfolio, value $18,673,989.

    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 200,107 shares
    Change vs previous 13F +44,182 shares

    0.47% of the 13F portfolio, value $18,788,007.

    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 155,925 shares
    Change vs previous 13F +16,486 shares

    0.41% of the 13F portfolio, value $14,295,212.

    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 139,439 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $13,359,616.

    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).