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Global Retirement Partners, LLC: XLK position timeline

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

Global Retirement Partners, LLC held 75,448 XLK 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 75,448 shares
    Change vs previous 13F -707 shares

    0.22% of the 13F portfolio, value $14,374,262.

    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 76,155 shares
    Change vs previous 13F +39,318 shares

    0.19% of the 13F portfolio, value $10,964,049.

    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 36,837 shares
    Change vs previous 13F -113 shares

    0.23% of the 13F portfolio, value $10,382,839.

    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 36,950 shares
    Change vs previous 13F +630 shares

    0.23% of the 13F portfolio, value $9,356,848.

    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 36,320 shares
    Change vs previous 13F -5,382 shares

    0.24% of the 13F portfolio, value $8,445,035.

    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 41,702 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,414,617.

    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).