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Global Retirement Partners, LLC: IBDR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Retirement Partners, LLC on IBDR, newest first. How the timeline and the estimate are built.

Global Retirement Partners, LLC held 443,156 IBDR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443,156 shares
    Change vs previous 13F -114,192 shares

    0.16% of the 13F portfolio, value $10,737,660.

    13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 557,348 shares
    Change vs previous 13F +40,620 shares

    0.24% of the 13F portfolio, value $13,504,531.

    13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 516,728 shares
    Change vs previous 13F +31,447 shares

    0.28% of the 13F portfolio, value $12,556,499.

    13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 485,281 shares
    Change vs previous 13F +41,375 shares

    0.29% of the 13F portfolio, value $11,768,076.

    13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 443,906 shares
    Change vs previous 13F +25,300 shares

    0.31% of the 13F portfolio, value $10,684,808.

    13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 418,606 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,172,117.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).