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Global Retirement Partners, LLC: UMBF position timeline

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

Global Retirement Partners, LLC held 2,278 UMBF 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 2,278 shares
    Change vs previous 13F +1,873 shares

    <0.01% of the 13F portfolio, value $325,236.

    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 405 shares
    Change vs previous 13F +327 shares

    <0.01% of the 13F portfolio, value $46,607.

    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 78 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $9,243.

    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 73 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $7,684.

    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 46 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $5,192.

    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 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,204.

    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).