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Global Retirement Partners, LLC: IVLU position timeline

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

Global Retirement Partners, LLC held 79,553 IVLU 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 79,553 shares
    Change vs previous 13F +46,819 shares

    0.05% of the 13F portfolio, value $3,326,900.

    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 32,734 shares
    Change vs previous 13F -782 shares

    0.02% of the 13F portfolio, value $1,245,517.

    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 33,516 shares
    Change vs previous 13F -2,101 shares

    0.03% of the 13F portfolio, value $1,189,156.

    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 35,617 shares
    Change vs previous 13F +18,856 shares

    0.03% of the 13F portfolio, value $1,171,451.

    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 16,761 shares
    Change vs previous 13F +613 shares

    0.01% of the 13F portfolio, value $454,399.

    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 16,148 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $476,865.

    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).