Global Retirement Partners, LLC
CIK
0001749744
City
San Rafael
State / Country
CA
Holdings in SBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,016,797 | 42,633 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $9,682 | 389 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $654,046 | 29,770 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $1,805 | 126 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $2,084 | 126 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $1,318 | 98 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $1,447 | 86 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $1,644 | 108 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $1,042 | 86 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,018 | 86 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $2,582 | 258 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,972 | 185 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $3,653 | 401 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $3,156 | 395 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $2,713 | 276 | Shares | Sole | 2022-07-14 |