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Global Retirement Partners, LLC: PEP position timeline

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

Global Retirement Partners, LLC held 31,067 PEP 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 31,067 shares
    Change vs previous 13F +1,616 shares

    0.06% of the 13F portfolio, value $4,206,421.

    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 29,451 shares
    Change vs previous 13F +9,671 shares

    0.07% of the 13F portfolio, value $4,226,784.

    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 19,780 shares
    Change vs previous 13F -254 shares

    0.06% of the 13F portfolio, value $2,777,871.

    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 20,034 shares
    Change vs previous 13F -2,718 shares

    0.07% of the 13F portfolio, value $2,645,350.

    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 22,752 shares
    Change vs previous 13F -2,432 shares

    0.1% of the 13F portfolio, value $3,459,607.

    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 25,184 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,282,505.

    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).