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Global Retirement Partners, LLC: SPEM position timeline

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

Global Retirement Partners, LLC held 362,989 SPEM 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 362,989 shares
    Change vs previous 13F +75,673 shares

    0.29% of the 13F portfolio, value $18,795,580.

    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 287,316 shares
    Change vs previous 13F +20,955 shares

    0.24% of the 13F portfolio, value $13,449,252.

    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 266,361 shares
    Change vs previous 13F +6,936 shares

    0.28% of the 13F portfolio, value $12,468,376.

    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 259,425 shares
    Change vs previous 13F +31,598 shares

    0.27% of the 13F portfolio, value $11,087,832.

    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 227,827 shares
    Change vs previous 13F +15,709 shares

    0.25% of the 13F portfolio, value $8,741,736.

    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 212,118 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $8,756,228.

    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).