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Global Retirement Partners, LLC: IUSG position timeline

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

Global Retirement Partners, LLC held 37,781 IUSG 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 37,781 shares
    Change vs previous 13F -1,205 shares

    0.11% of the 13F portfolio, value $7,106,235.

    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 38,986 shares
    Change vs previous 13F +611 shares

    0.12% of the 13F portfolio, value $6,547,246.

    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 38,375 shares
    Change vs previous 13F +1,245 shares

    0.14% of the 13F portfolio, value $6,314,147.

    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 37,130 shares
    Change vs previous 13F -12,925 shares

    0.14% of the 13F portfolio, value $5,584,426.

    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 50,055 shares
    Change vs previous 13F +11,667 shares

    0.2% of the 13F portfolio, value $6,975,209.

    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 38,388 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,063,716.

    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).