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Global Retirement Partners, LLC: QUAL position timeline

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

Global Retirement Partners, LLC held 54,878 QUAL 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 54,878 shares
    Change vs previous 13F -22,050 shares

    0.18% of the 13F portfolio, value $12,041,872.

    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 76,928 shares
    Change vs previous 13F +1,015 shares

    0.27% of the 13F portfolio, value $15,279,415.

    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 75,913 shares
    Change vs previous 13F -3,134 shares

    0.33% of the 13F portfolio, value $14,765,096.

    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 79,047 shares
    Change vs previous 13F +11,681 shares

    0.36% of the 13F portfolio, value $14,451,320.

    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 67,366 shares
    Change vs previous 13F +10,349 shares

    0.34% of the 13F portfolio, value $11,996,482.

    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 57,017 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,223,117.

    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).