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Global Retirement Partners, LLC: IBM position timeline

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

Global Retirement Partners, LLC held 31,616 IBM 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 31,616 shares
    Change vs previous 13F -3,350 shares

    0.14% of the 13F portfolio, value $8,890,753.

    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 34,966 shares
    Change vs previous 13F +8,396 shares

    0.18% of the 13F portfolio, value $10,357,243.

    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 26,570 shares
    Change vs previous 13F -1,020 shares

    0.17% of the 13F portfolio, value $7,497,049.

    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 27,590 shares
    Change vs previous 13F +2,351 shares

    0.2% of the 13F portfolio, value $8,132,959.

    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 25,239 shares
    Change vs previous 13F -137 shares

    0.16% of the 13F portfolio, value $5,548,387.

    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 25,376 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,610,153.

    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).