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Disclosery

Great Lakes Retirement, Inc.: SEPZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Great Lakes Retirement, Inc. on SEPZ, newest first. How the timeline and the estimate are built.

Great Lakes Retirement, Inc. held 20,790 SEPZ shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,790 shares
    Change vs previous 13F -2,328 shares

    0.08% of the 13F portfolio, value $944,744.

    13F-HR 0001801667-26-000003 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 23,118 shares
    Change vs previous 13F -2,312 shares

    0.1% of the 13F portfolio, value $938,877.

    13F-HR 0001801667-26-000002 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 25,430 shares
    Change vs previous 13F -2,014 shares

    0.11% of the 13F portfolio, value $1,074,690.

    13F-HR 0001801667-26-000001 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,444 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,161,842.

    13F-HR 0001801667-25-000009 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).