Global Retirement Partners, LLC
Holdings in YORW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $410,481 | 12,892 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $392,113 | 12,890 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $407,229 | 12,887 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $519,691 | 15,883 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $610,410 | 16,295 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $604,307 | 16,293 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $581,807 | 16,041 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $619,503 | 16,041 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $606,850 | 16,187 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $662,300 | 16,048 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $717,345 | 16,048 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $563,014 | 12,517 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $481,028 | 12,517 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $506,062 | 12,517 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $562,889 | 12,517 | Shares | Sole | 2022-07-14 |
| 2021-12-31 | $623,096 | 12,517 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $546,742 | 12,517 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $567,020 | 12,517 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $615,405 | 12,567 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $585,622 | 12,567 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $531,207 | 12,567 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $602,713 | 12,567 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $546,161 | 12,567 | Shares | Sole | 2020-04-28 |