Global Retirement Partners, LLC
Holdings in KEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $350,526 | 21,244 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $41,107 | 3,150 | Shares | Sole | 2025-10-21 |
| 2024-12-31 | $2,930 | 426 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $3,786 | 488 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $3,459 | 488 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $3,956 | 475 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $449 | 62 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $1,004 | 156 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,209 | 156 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $1,082 | 156 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,557 | 296 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,856 | 420 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $2,958 | 337 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $744 | 80 | Shares | Sole | 2022-07-14 |