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Global Retirement Partners, LLC: IBDS position timeline

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

Global Retirement Partners, LLC held 376,949 IBDS 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 376,949 shares
    Change vs previous 13F -187,305 shares

    0.14% of the 13F portfolio, value $9,129,714.

    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 564,254 shares
    Change vs previous 13F +38,777 shares

    0.24% of the 13F portfolio, value $13,700,081.

    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 525,477 shares
    Change vs previous 13F +31,287 shares

    0.29% of the 13F portfolio, value $12,790,117.

    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 494,190 shares
    Change vs previous 13F -21,995 shares

    0.3% of the 13F portfolio, value $11,993,984.

    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 516,185 shares
    Change vs previous 13F +22,115 shares

    0.35% of the 13F portfolio, value $12,367,783.

    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 494,070 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $12,040,493.

    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).