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Global Retirement Partners, LLC: SPTM position timeline

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

Global Retirement Partners, LLC held 144,332 SPTM 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 144,332 shares
    Change vs previous 13F +4,937 shares

    0.2% of the 13F portfolio, value $13,103,897.

    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 139,395 shares
    Change vs previous 13F +4,963 shares

    0.2% of the 13F portfolio, value $11,500,060.

    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 134,432 shares
    Change vs previous 13F +15,433 shares

    0.24% of the 13F portfolio, value $10,841,924.

    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 118,999 shares
    Change vs previous 13F +14,418 shares

    0.22% of the 13F portfolio, value $8,911,866.

    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 104,581 shares
    Change vs previous 13F +5,767 shares

    0.21% of the 13F portfolio, value $7,470,234.

    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 98,814 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,922,914.

    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).