Global Retirement Partners, LLC
CIK
0001749744
City
San Rafael
State / Country
CA
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $307,106 | 28,357 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,093 | 99 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $1,081 | 99 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $1,035 | 99 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $1,116 | 99 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $2,206 | 206 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $2,202 | 206 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $2,125 | 206 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $958 | 99 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,004 | 99 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $1,018 | 99 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $999 | 99 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $944 | 99 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $1,078 | 99 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $1,243 | 99 | Shares | Sole | 2022-07-14 |
| 2021-09-30 | $1,499 | 99 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $1,543 | 99 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $1,453 | 99 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $45,483 | 3,092 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $42,560 | 2,993 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $39,507 | 2,993 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $34,898 | 2,993 | Shares | Sole | 2020-04-28 |