Global Retirement Partners, LLC
CIK
0001749744
City
San Rafael
State / Country
CA
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,998 | 171 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $6,152 | 171 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $6,056 | 171 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $6,102 | 171 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $5,670 | 171 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $4,789 | 171 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $5,058 | 171 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $5,143 | 171 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $4,490 | 171 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $4,586 | 171 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $5,222 | 171 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $5,696 | 171 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $5,396 | 171 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $1,707 | 46 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $1,849 | 46 | Shares | Sole | 2022-07-14 |
| 2021-09-30 | $1,955 | 46 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $1,726 | 46 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $1,768 | 46 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $1,396 | 46 | Shares | Sole | 2021-01-13 |