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Global Retirement Partners, LLC: SHV position timeline

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

Global Retirement Partners, LLC held 386,432 SHV 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 386,432 shares
    Change vs previous 13F -98,056 shares

    0.65% of the 13F portfolio, value $42,642,822.

    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 484,488 shares
    Change vs previous 13F +85,600 shares

    0.95% of the 13F portfolio, value $53,366,363.

    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 398,888 shares
    Change vs previous 13F +83,769 shares

    0.99% of the 13F portfolio, value $44,073,130.

    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 315,119 shares
    Change vs previous 13F +4,654 shares

    0.86% of the 13F portfolio, value $34,795,391.

    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 310,465 shares
    Change vs previous 13F -12,212 shares

    0.98% of the 13F portfolio, value $34,185,265.

    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 322,677 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $35,697,724.

    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).