Global Retirement Partners, LLC

Pension

Position in UVV — Universal Corp /Va/

CIK 1749744 San Rafael, CA

Position in UVV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$33,806

+$28,479 QoQ

Shares Held

648

+541.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#181

of 232 holders

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Global Retirement Partners, LLC holds $23,461,133 across 5 Tobacco names. UVV ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	69,525	$12,577,767
2	MO	Altria Group, Inc.	104,863	$7,544,892
3	BTI	British American Tobacco p.l.c.	53,121	$3,280,752
4	UVV	Universal Corp /Va/ This page	648	$33,806
5	TPB	Turning Point Brands, Inc.	282	$23,916

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,806	648	+541.6%	Shares	Sole	2026-08-06
2025-12-31	$5,327	101	+1.0%	Shares	Sole	2026-02-06
2025-09-30	$5,587	100	-36.7%	Shares	Sole	2025-10-21
2025-06-30	$9,201	158	-90.8%	Shares	Sole	2025-08-12
2024-12-31	$93,776	1,710	-6.6%	Shares	Sole	2025-01-31
2024-09-30	$97,244	1,831	0.0%	Shares	Sole	2024-10-16
2024-06-30	$88,235	1,831	-5.2%	Shares	Sole	2024-07-23
2024-03-31	$99,871	1,931	-8.2%	Shares	Sole	2024-04-23
2023-12-31	$141,573	2,103	+356.2%	Shares	Sole	2024-01-18
2023-09-30	$21,763	461	0.0%	Shares	Sole	2023-10-13
2023-06-30	$23,022	461	0.0%	Shares	Sole	2023-07-20
2023-03-31	$24,382	461	0.0%	Shares	Sole	2023-05-08
2022-12-31	$24,345	461	0.0%	Shares	Sole	2023-02-13
2022-09-30	$21,224	461	-1.5%	Shares	Sole	2022-11-03
2022-06-30	$28,314	468	0.0%	Shares	Sole	2022-07-15
2022-03-31	$27,176	468	—	Shares	Sole	2022-07-14
No filing history on record for this holder in this stock.