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Global Retirement Partners, LLC: ITOT position timeline

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

Global Retirement Partners, LLC held 66,676 ITOT 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 66,676 shares
    Change vs previous 13F -8,864 shares

    0.17% of the 13F portfolio, value $10,952,927.

    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 75,540 shares
    Change vs previous 13F +4,018 shares

    0.2% of the 13F portfolio, value $11,232,051.

    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 71,522 shares
    Change vs previous 13F +3,594 shares

    0.23% of the 13F portfolio, value $10,417,145.

    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 67,928 shares
    Change vs previous 13F +10,928 shares

    0.23% of the 13F portfolio, value $9,173,040.

    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 57,000 shares
    Change vs previous 13F -257 shares

    0.21% of the 13F portfolio, value $7,331,306.

    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 57,257 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,192,637.

    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).