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Disclosery

Global Retirement Partners, LLC: WSFS position timeline

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

Global Retirement Partners, LLC held 1,827 WSFS 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 1,827 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $140,186.

    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 1,869 shares
    Change vs previous 13F +1,166 shares

    <0.01% of the 13F portfolio, value $103,244.

    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 703 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $37,913.

    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 714 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $39,270.

    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 741 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $39,369.

    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 725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,968.

    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).