Global Retirement Partners, LLC
PensionPosition in SPH — Suburban Propane Partners LP
CIK 1749744
San Rafael, CA
Position in SPH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,840
-$576 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#124
of 144 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPH Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $3,041,470 across 13 Utilities - Regulated Gas names. SPH ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
24,995 | $1,188,512 | |
| 2 | ATO |
Atmos Energy Corp
|
3,547 | $611,041 | |
| 3 | UGI |
Ugi Corp /Pa/
|
9,211 | $318,147 | |
| 4 | NJR |
New Jersey Resources Corp
|
4,422 | $247,808 | |
| 5 | SWX |
Southwest Gas Holdings, Inc.
|
1,907 | $169,112 | |
| 6 | BIPC |
Brookfield Infrastructure Corp
|
4,108 | $158,158 | |
| 7 | CPK |
Chesapeake Utilities Corp
|
959 | $117,458 | |
| 8 | BKH |
Black Hills Corp /Sd/
|
752 | $55,948 |
All Filings in SPH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,840 | 400 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,416 | 400 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,460 | 400 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,412 | 400 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $5,160 | 300 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,501 | 1,310 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $24,876 | 1,310 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,129 | 300 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,328 | 300 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,815 | 300 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,440 | 300 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $4,596 | 300 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,554 | 300 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,515 | 300 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,919 | 650 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $15,295 | 950 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $12,280 | 800 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $24,482 | 1,596 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $23,652 | 1,596 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $23,716 | 1,596 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $25,982 | 1,596 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $22,822 | 1,596 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $22,567 | 1,596 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||