Current Market Value 4,035,123,075
Current Holdings 3806
Most Recent File Date 2025-08-12
Total Filings on Record 34
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Global Retirement Partners, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 3806 4,035,123
2025-01-31 2024-12-31 13F-HR 3652 3,490,514
2024-10-16 2024-09-30 13F-HR 3503 3,309,911
2024-07-23 2024-06-30 13F-HR 3550 3,193,578
2024-04-23 2024-03-31 13F-HR 3384 2,681,646
2024-01-18 2023-12-31 13F-HR 3356 2,389,496
2023-10-13 2023-09-30 13F-HR 3247 1,984,907
2023-07-20 2023-06-30 13F-HR 3192 2,047,475
2023-05-08 2023-03-31 13F-HR 3188 1,882,565
2023-02-13 2022-12-31 13F-HR 3022 1,455,723
2022-11-03 2022-09-30 13F-HR 2931 1,321,180
2022-07-15 2022-06-30 13F-HR 2880 1,245,094
2022-07-14 2022-03-31 13F-HR 2840 1,272,250
2022-01-21 2021-12-31 13F-HR 262 129,198
2021-10-22 2021-09-30 13F-HR 2032 1,011,198
2021-07-15 2021-06-30 13F-HR 1926 976,111
2021-04-14 2021-03-31 13F-HR 1815 854,281
2021-01-13 2020-12-31 13F-HR 1770 798,186
2020-10-09 2020-09-30 13F-HR 1671 683,142
2020-07-13 2020-06-30 13F-HR 1651 626,806
2020-04-28 2020-03-31 13F-HR 1664 528,656
2020-01-23 2019-12-31 13F-HR 1658 652,871
2019-11-19 2019-09-30 13F-HR 1650 608,319
2019-11-19 2019-06-30 13F-HR 1631 522,227
2019-05-07 2019-03-31 13F-HR 1549 413,469
2019-02-22 2018-12-31 13F-HR 1486 391,301
2018-10-17 2018-09-30 13F-HR 1552 442,381
2018-08-13 2018-06-30 13F-HR 1542 395,489
2018-08-10 2018-03-31 13F-HR 1504 362,828
2018-08-13 2017-12-31 13F-HR 1437 363,891
2018-08-10 2017-09-30 13F-HR 1221 241,882
2018-08-10 2017-06-30 13F-HR 1151 212,655
2018-08-10 2017-03-31 13F-HR 1106 178,893
2018-08-10 2016-12-31 13F-HR 1062 148,843