Global Retirement Partners, LLC OWLT — OWLET INC

Ownership history in Global Retirement Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Global Retirement Partners, LLC reported OWLET INC (OWLT) in 10 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows OWLT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OWLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Retirement Partners, LLC's position in OWLET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

OWLT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Retirement Partners, LLC held OWLT — position size vs. price
% of Fund (quarterly)    OWLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,014 +1,000 +7142.9% 0.00% $5K 2026-11-10 $4.34
2026 Q2 REDUCED 98.6% -11.0% ✅ 14 -1,000 -98.6% 0.00% $80 2026-08-06 $5.44
2025 Q4 UNCHANGED — — — 1,014 — 0% 0.00% $16K 2026-02-06 $11.44
2025 Q3 UNCHANGED — — — 1,014 — 0% 0.00% $9K 2025-10-21 $8.63
2025 Q2 UNCHANGED — — — 1,014 — 0% 0.00% $9K 2025-08-12 $8.14
2024 Q4 ADDED — — — 1,014 +1,000 +7142.9% 0.00% $5K 2025-01-31 $4.46
2024 Q3 UNCHANGED — — — 14 — 0% 0.00% $63 2024-10-16 $4.76
2024 Q2 UNCHANGED — — — 14 — 0% 0.00% $58 2024-07-23 $4.08
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Retirement Partners, LLC and OWLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Retirement Partners, LLC reported owning OWLT?

Global Retirement Partners, LLC reported OWLT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported OWLT position in Global Retirement Partners, LLC's portfolio?

The largest reported portfolio weight for OWLT was 0.00% in 2025 Q4.

What is the latest reported OWLT position on this page?

The most recent filing on this page is 2026 Q3, when Global Retirement Partners, LLC reported 1,014 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this OWLT ownership page compare?

The chart compares Global Retirement Partners, LLC's quarterly OWLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Retirement Partners, LLC time their OWLT position?

Based on 13F filing dates vs. subsequent OWLT price moves, Global Retirement Partners, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on OWLT relative to SPY over the holding period was -27.2%.

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