Global Retirement Partners, LLC: SPY position timeline

Global Retirement Partners, LLC held 100,663 SPY 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 100,663 shares

   Change vs previous 13F +2,744 shares

   1.15% of the 13F portfolio, value $75,172,404.

   13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 97,919 shares

   Change vs previous 13F +3,369 shares

   1.18% of the 13F portfolio, value $66,773,123.

   13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 94,550 shares

   Change vs previous 13F +1,309 shares

   1.41% of the 13F portfolio, value $62,987,250.

   13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 93,241 shares

   Change vs previous 13F +174 shares

   1.43% of the 13F portfolio, value $57,608,710.

   13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 93,067 shares

   Change vs previous 13F -5,307 shares

   1.56% of the 13F portfolio, value $54,544,627.

   13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-09-30

   13F 98,374 shares

   Change vs previous 13F not available

   1.71% of the 13F portfolio, value $56,443,027.

   13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).