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Global Retirement Partners, LLC: PM position timeline

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

Global Retirement Partners, LLC held 69,525 PM 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 69,525 shares
    Change vs previous 13F +2,348 shares

    0.19% of the 13F portfolio, value $12,577,798.

    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 67,177 shares
    Change vs previous 13F +19,309 shares

    0.19% of the 13F portfolio, value $10,775,240.

    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 47,868 shares
    Change vs previous 13F -1,589 shares

    0.17% of the 13F portfolio, value $7,764,209.

    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 49,457 shares
    Change vs previous 13F +8,367 shares

    0.22% of the 13F portfolio, value $9,007,593.

    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 41,090 shares
    Change vs previous 13F +571 shares

    0.14% of the 13F portfolio, value $4,945,128.

    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 40,519 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,918,961.

    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).