Global Retirement Partners, LLC
Holdings in GWRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $64,634 | 7,649 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $78,784 | 7,649 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $77,943 | 7,649 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $87,963 | 7,649 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $115,185 | 9,149 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $110,702 | 9,149 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $117,473 | 9,149 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $119,668 | 9,149 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $81,393 | 8,348 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $99,385 | 7,838 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $97,426 | 7,838 | Shares | Sole | 2023-05-08 |