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Global Retirement Partners, LLC: OTF position timeline

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

Global Retirement Partners, LLC held 121,264 OTF 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 121,264 shares
    Change vs previous 13F +76,152 shares

    0.02% of the 13F portfolio, value $1,255,084.

    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 45,112 shares
    Change vs previous 13F +30,124 shares

    0.01% of the 13F portfolio, value $655,931.

    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 14,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $207,134.

    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).