Global Retirement Partners, LLC
Holdings in JFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $371,157 | 47,402 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $16,728 | 2,045 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $16,812 | 1,985 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $16,832 | 1,887 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $16,025 | 1,817 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $15,267 | 1,765 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $14,963 | 1,714 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $13,809 | 1,680 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $13,365 | 1,628 | Shares | Sole | 2023-10-13 |