Global Retirement Partners, LLC
Holdings in LYG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,526,176 | 476,637 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,856,006 | 408,812 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $1,816,182 | 427,337 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $1,145,454 | 421,123 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $1,260,345 | 403,957 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $1,104,339 | 404,520 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $927,717 | 358,192 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $790,358 | 330,694 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $684,317 | 321,276 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $757,380 | 344,264 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $726,837 | 313,292 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $640,486 | 291,130 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $584,118 | 326,323 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $615,512 | 301,722 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $704,686 | 292,401 | Shares | Sole | 2022-07-14 |
| 2021-09-30 | $486,726 | 198,664 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $490,410 | 192,318 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $427,652 | 184,333 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $334,132 | 170,476 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $218,570 | 168,131 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $233,221 | 155,481 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $178,669 | 118,324 | Shares | Sole | 2020-04-28 |