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Global Retirement Partners, LLC: PTON position timeline

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

Global Retirement Partners, LLC held 7,447 PTON 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 7,447 shares
    Change vs previous 13F +2,000 shares

    <0.01% of the 13F portfolio, value $44,012.

    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 5,447 shares
    Change vs previous 13F -944 shares

    <0.01% of the 13F portfolio, value $33,554.

    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 6,391 shares
    Change vs previous 13F +475 shares

    <0.01% of the 13F portfolio, value $57,519.

    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 5,916 shares
    Change vs previous 13F -7,698 shares

    <0.01% of the 13F portfolio, value $41,057.

    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 13,614 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $118,442.

    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 13,107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $61,341.

    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).