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Disclosery

Global Retirement Partners, LLC: SPDW position timeline

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

Global Retirement Partners, LLC held 1,192,371 SPDW 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 1,192,371 shares
    Change vs previous 13F +214,854 shares

    0.92% of the 13F portfolio, value $60,083,597.

    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 977,517 shares
    Change vs previous 13F +44,902 shares

    0.77% of the 13F portfolio, value $43,411,531.

    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 932,615 shares
    Change vs previous 13F +60,976 shares

    0.89% of the 13F portfolio, value $39,906,586.

    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 871,639 shares
    Change vs previous 13F -81,843 shares

    0.87% of the 13F portfolio, value $35,292,661.

    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 953,482 shares
    Change vs previous 13F +36,697 shares

    0.93% of the 13F portfolio, value $32,542,343.

    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 916,785 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $34,434,463.

    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).