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Global Retirement Partners, LLC: SOFI position timeline

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

Global Retirement Partners, LLC held 63,124 SOFI 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 63,124 shares
    Change vs previous 13F +4,476 shares

    0.02% of the 13F portfolio, value $1,131,813.

    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 58,648 shares
    Change vs previous 13F -13,032 shares

    0.03% of the 13F portfolio, value $1,535,405.

    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 71,680 shares
    Change vs previous 13F -32,117 shares

    0.04% of the 13F portfolio, value $1,893,786.

    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 103,797 shares
    Change vs previous 13F +54,211 shares

    0.05% of the 13F portfolio, value $1,890,143.

    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 49,586 shares
    Change vs previous 13F +2,984 shares

    0.02% of the 13F portfolio, value $763,624.

    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 46,602 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $366,292.

    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).