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Global Retirement Partners, LLC: SOUN position timeline

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

Global Retirement Partners, LLC held 81,272 SOUN 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 81,272 shares
    Change vs previous 13F +44,367 shares

    0.01% of the 13F portfolio, value $525,830.

    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 36,905 shares
    Change vs previous 13F -4,027 shares

    0.01% of the 13F portfolio, value $367,943.

    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 40,932 shares
    Change vs previous 13F -26,765 shares

    0.01% of the 13F portfolio, value $658,187.

    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 67,697 shares
    Change vs previous 13F +12,312 shares

    0.02% of the 13F portfolio, value $726,389.

    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 55,385 shares
    Change vs previous 13F -6,427 shares

    0.03% of the 13F portfolio, value $1,098,838.

    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 61,812 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $288,044.

    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).