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Global Retirement Partners, LLC: XLG position timeline

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

Global Retirement Partners, LLC held 412,914 XLG 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 412,914 shares
    Change vs previous 13F +29,017 shares

    0.39% of the 13F portfolio, value $25,282,696.

    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 383,897 shares
    Change vs previous 13F +7,305 shares

    0.4% of the 13F portfolio, value $22,757,395.

    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 376,592 shares
    Change vs previous 13F +45,567 shares

    0.48% of the 13F portfolio, value $21,661,560.

    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 331,025 shares
    Change vs previous 13F +40,757 shares

    0.43% of the 13F portfolio, value $17,246,404.

    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 290,268 shares
    Change vs previous 13F +35,469 shares

    0.42% of the 13F portfolio, value $14,501,805.

    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 254,799 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $12,110,578.

    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).