Skip to content
Disclosery

Global Retirement Partners, LLC: PSX position timeline

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

Global Retirement Partners, LLC held 12,029 PSX 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 12,029 shares
    Change vs previous 13F +348 shares

    0.03% of the 13F portfolio, value $2,033,515.

    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 11,681 shares
    Change vs previous 13F +2,792 shares

    0.03% of the 13F portfolio, value $1,507,318.

    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 8,889 shares
    Change vs previous 13F -1,421 shares

    0.03% of the 13F portfolio, value $1,209,135.

    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 10,310 shares
    Change vs previous 13F +1,170 shares

    0.03% of the 13F portfolio, value $1,229,927.

    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 9,140 shares
    Change vs previous 13F +48 shares

    0.03% of the 13F portfolio, value $1,041,294.

    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 9,092 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,195,144.

    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).