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Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

CASY holding history

Caseys General Stores Inc in every 13F filed by Global Retirement Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CASY overviewAll 13F holders of CASYFull Q2 2026 holdings

Shares (Q2 2026)
1,253
Value
$995.9K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of CASY by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,253$995.9K<0.1%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 20251,063$587.5K<0.1%+980+1,180.7%AddedHolders
Q3 202583$46.9K<0.1%−31−27.2%ReducedHolders
Q2 2025114$58.2K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202488$34.9K<0.1%+20+29.4%AddedHolders
Q3 202468$25.5K<0.1%+11+19.3%AddedHolders
Q2 202457$21.7K<0.1%−26−31.3%ReducedHolders
Q1 202483$26.4K<0.1%00.0%UnchangedHolders
Q4 202383$24.0K<0.1%−62−42.8%ReducedHolders
Q3 2023145$39.5K<0.1%+21+16.9%AddedHolders
Q2 2023124$30.2K<0.1%+41+49.4%AddedHolders
Q1 202383$19.8K<0.1%+83NewHolders
Q2 20210$00.0%−20−100.0%Sold outHolders
Q1 202120$4.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.