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Global Retirement Partners, LLC: IVE position timeline

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

Global Retirement Partners, LLC held 161,930 IVE 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 161,930 shares
    Change vs previous 13F +12,772 shares

    0.56% of the 13F portfolio, value $36,767,788.

    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 149,158 shares
    Change vs previous 13F +53,375 shares

    0.56% of the 13F portfolio, value $31,631,846.

    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 95,783 shares
    Change vs previous 13F +4,110 shares

    0.44% of the 13F portfolio, value $19,780,218.

    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 91,673 shares
    Change vs previous 13F +10,236 shares

    0.44% of the 13F portfolio, value $17,914,665.

    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 81,437 shares
    Change vs previous 13F -2,683 shares

    0.45% of the 13F portfolio, value $15,544,639.

    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 84,120 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $16,585,986.

    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).