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Global Retirement Partners, LLC: IBDT position timeline

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

Global Retirement Partners, LLC held 364,874 IBDT 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 364,874 shares
    Change vs previous 13F -251,117 shares

    0.14% of the 13F portfolio, value $9,213,072.

    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 615,991 shares
    Change vs previous 13F +55,450 shares

    0.28% of the 13F portfolio, value $15,680,046.

    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 560,541 shares
    Change vs previous 13F +63,345 shares

    0.32% of the 13F portfolio, value $14,305,002.

    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 497,196 shares
    Change vs previous 13F +396,989 shares

    0.31% of the 13F portfolio, value $12,638,734.

    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 100,207 shares
    Change vs previous 13F +2,712 shares

    0.07% of the 13F portfolio, value $2,495,144.

    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 97,495 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,489,035.

    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).