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Disclosery

Global Retirement Partners, LLC: SDY position timeline

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

Global Retirement Partners, LLC held 14,164 SDY 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 14,164 shares
    Change vs previous 13F -990 shares

    0.03% of the 13F portfolio, value $2,155,492.

    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 15,154 shares
    Change vs previous 13F -3,491 shares

    0.04% of the 13F portfolio, value $2,108,812.

    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 18,645 shares
    Change vs previous 13F -15,661 shares

    0.06% of the 13F portfolio, value $2,611,250.

    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 34,306 shares
    Change vs previous 13F +273 shares

    0.12% of the 13F portfolio, value $4,656,320.

    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 34,033 shares
    Change vs previous 13F +2,414 shares

    0.13% of the 13F portfolio, value $4,495,721.

    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 31,619 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,491,219.

    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).