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Global Retirement Partners, LLC

SEC CIK
0001749744
Latest filing
Aug 6, 2026

VWE holding history

Vintage Wine Estates, 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.

VWE overviewAll 13F holders of VWEFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of VWE by Global Retirement Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−1,000−100.0%Sold outHolders
Q1 20241,000$360<0.1%00.0%UnchangedHolders
Q4 20231,000$501<0.1%−2,365−70.3%ReducedHolders
Q3 20233,365$1.79K<0.1%00.0%UnchangedHolders
Q2 20233,365$2.88K<0.1%00.0%UnchangedHolders
Q1 20233,365$4.61K<0.1%+1,000+42.3%AddedHolders
Q4 20222,365$7.71K<0.1%00.0%UnchangedHolders
Q3 20222,365$7.00K<0.1%+865+57.7%AddedHolders
Q2 20221,500$12.0K<0.1%00.0%UnchangedHolders
Q1 20221,500$11.0K<0.1%+1,500NewHolders
Q4 20210$00.0%−1,500−100.0%Sold outHolders
Q3 20211,500$15.0K<0.1%00.0%UnchangedHolders
Q2 20211,500$18.0K<0.1%+1,500NewHolders