Global Retirement Partners, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 8 quarters from 2023-12-31 to 2026-06-30, Global Retirement Partners, LLC opened 0 positions, added to 0, reduced 1 and sold out of 1.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1749744), 8 quarters: Q2 2026 (2025-12-31 to 2026-06-30, filed 2026-08-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2024-12-31 to 2025-06-30, filed 2025-08-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
No position of this class changed this way in the filings compared.
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