Global Retirement Partners, LLC

SEC CIK: 0001749744
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 50,503
Value: $17.3M
% of portfolio: 0.3%
Quarters held: 19; Since Q1 2021

Holdings of V by Global Retirement Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,503	$17.3M	0.3%	–	No prior filing	Holders
Q1 2026	–	–	–	–	Not filed	Holders
Q4 2025	53,811	$18.9M	0.3%	+3,469+6.9%	Added	Holders
Q3 2025	50,342	$17.2M	0.4%	+4,903+10.8%	Added	Holders
Q2 2025	45,439	$16.1M	0.4%	–	No prior filing	Holders
Q1 2025	–	–	–	–	Not filed	Holders
Q4 2024	41,198	$13.0M	0.4%	−583−1.4%	Reduced	Holders
Q3 2024	41,781	$11.5M	0.3%	−273−0.6%	Reduced	Holders
Q2 2024	42,054	$11.0M	0.3%	+11,866+39.3%	Added	Holders
Q1 2024	30,188	$8.42M	0.3%	+1,232+4.3%	Added	Holders
Q4 2023	28,956	$7.68M	0.3%	+1,715+6.3%	Added	Holders
Q3 2023	27,241	$6.30M	0.3%	+704+2.7%	Added	Holders
Q2 2023	26,537	$6.30M	0.3%	+9,354+54.4%	Added	Holders
Q1 2023	17,183	$3.88M	0.2%	+3,269+23.5%	Added	Holders
Q4 2022	13,914	$2.89M	0.2%	+808+6.2%	Added	Holders
Q3 2022	13,106	$2.71M	0.2%	+186+1.4%	Added	Holders
Q2 2022	12,920	$2.54M	0.2%	+237+1.9%	Added	Holders
Q1 2022	12,683	$2.57M	0.2%	+12,683	New	Holders
Q4 2021	0	$0	0.0%	−10,278−100.0%	Sold out	Holders
Q3 2021	10,278	$2.29M	0.2%	−177−1.7%	Reduced	Holders
Q2 2021	10,455	$2.44M	0.3%	+263+2.6%	Added	Holders
Q1 2021	10,192	$2.16M	0.3%	–	–	Holders

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