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Disclosery

Global Retirement Partners, LLC: IGM position timeline

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

Global Retirement Partners, LLC held 61,354 IGM 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 61,354 shares
    Change vs previous 13F -953 shares

    0.15% of the 13F portfolio, value $10,036,274.

    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 62,307 shares
    Change vs previous 13F +700 shares

    0.14% of the 13F portfolio, value $8,047,590.

    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 61,607 shares
    Change vs previous 13F -1,622 shares

    0.17% of the 13F portfolio, value $7,759,382.

    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 63,229 shares
    Change vs previous 13F +47,655 shares

    0.18% of the 13F portfolio, value $7,103,169.

    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 15,574 shares
    Change vs previous 13F +1,533 shares

    0.05% of the 13F portfolio, value $1,589,981.

    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 14,041 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,347,107.

    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).