Global Retirement Partners, LLC
Holdings in LPL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,546 | 5,118 | Shares | Sole | 2026-02-06 |
| 2023-12-31 | $269 | 56 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $2,898 | 594 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $3,599 | 594 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $3,789 | 594 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $3,204 | 646 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $3,325 | 815 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $1,445 | 259 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $1,007 | 122 | Shares | Sole | 2022-07-14 |
| 2021-03-31 | $3,766 | 377 | Shares | Sole | 2021-04-14 |