Skip to content
Disclosery

Global Retirement Partners, LLC: XLE position timeline

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

Global Retirement Partners, LLC held 100,035 XLE 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 100,035 shares
    Change vs previous 13F +26,341 shares

    0.08% of the 13F portfolio, value $5,312,863.

    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 73,694 shares
    Change vs previous 13F +37,761 shares

    0.06% of the 13F portfolio, value $3,294,872.

    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 35,933 shares
    Change vs previous 13F +652 shares

    0.07% of the 13F portfolio, value $3,210,251.

    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 35,281 shares
    Change vs previous 13F -4,785 shares

    0.07% of the 13F portfolio, value $2,992,153.

    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 40,066 shares
    Change vs previous 13F +2,290 shares

    0.1% of the 13F portfolio, value $3,432,046.

    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 37,776 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,316,702.

    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).