Global Retirement Partners, LLC
Holdings in DBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $210,310 | 8,241 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $200,057 | 7,476 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $195,497 | 7,476 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $225,376 | 8,476 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $176,524 | 6,766 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $161,030 | 6,766 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $182,382 | 7,366 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $161,066 | 7,766 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $165,113 | 7,712 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $120,351 | 5,712 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $116,696 | 5,712 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $531,939 | 26,399 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $511,370 | 25,543 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $423,272 | 20,769 | Shares | Sole | 2022-07-15 |
| 2020-06-30 | $5,863 | 434 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $6,106 | 434 | Shares | Sole | 2020-04-28 |