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Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

PM holding history

Philip Morris International 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.

PM overviewAll 13F holders of PMFull Q2 2026 holdings

Shares (Q2 2026)
69,525
Value
$12.6M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of PM by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,525$12.6M0.2%–No prior filingHolders
Q1 2026––––Not filedHolders
Q4 202567,177$10.8M0.2%+19,309+40.3%AddedHolders
Q3 202547,868$7.76M0.2%−1,589−3.2%ReducedHolders
Q2 202549,457$9.01M0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202441,090$4.95M0.1%+571+1.4%AddedHolders
Q3 202440,519$4.92M0.1%+539+1.3%AddedHolders
Q2 202439,980$4.05M0.1%+10,644+36.3%AddedHolders
Q1 202429,336$2.69M0.1%−1,706−5.5%ReducedHolders
Q4 202331,042$2.93M0.1%+5,355+20.8%AddedHolders
Q3 202325,687$2.35M0.1%−688−2.6%ReducedHolders
Q2 202326,375$2.57M0.1%−370−1.4%ReducedHolders
Q1 202326,745$2.56M0.1%+1,962+7.9%AddedHolders
Q4 202224,783$2.51M0.2%−148−0.6%ReducedHolders
Q3 202224,931$2.29M0.2%+371+1.5%AddedHolders
Q2 202224,560$2.42M0.2%+50.0%AddedHolders
Q1 202224,555$2.62M0.2%+24,555NewHolders
Q4 20210$00.0%−10,925−100.0%Sold outHolders
Q3 202110,925$1.04M0.1%+71+0.7%AddedHolders
Q2 202110,854$1.08M0.1%+40.0%AddedHolders
Q1 202110,850$963.0K0.1%––Holders

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