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Global Retirement Partners, LLC: IBTG position timeline

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

Global Retirement Partners, LLC held 506,882 IBTG 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 506,882 shares
    Change vs previous 13F +44,976 shares

    0.18% of the 13F portfolio, value $11,602,523.

    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 461,906 shares
    Change vs previous 13F +47,986 shares

    0.19% of the 13F portfolio, value $10,566,090.

    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 413,920 shares
    Change vs previous 13F +103,629 shares

    0.21% of the 13F portfolio, value $9,499,475.

    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 310,291 shares
    Change vs previous 13F +142,954 shares

    0.18% of the 13F portfolio, value $7,114,971.

    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 167,337 shares
    Change vs previous 13F +14,945 shares

    0.11% of the 13F portfolio, value $3,816,952.

    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 152,392 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,514,929.

    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).