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Global Retirement Partners, LLC: IVW position timeline

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

Global Retirement Partners, LLC held 278,764 IVW 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 278,764 shares
    Change vs previous 13F +16,825 shares

    0.59% of the 13F portfolio, value $38,338,369.

    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 261,939 shares
    Change vs previous 13F +8,170 shares

    0.57% of the 13F portfolio, value $32,286,583.

    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 253,769 shares
    Change vs previous 13F +12,409 shares

    0.69% of the 13F portfolio, value $30,635,050.

    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 241,360 shares
    Change vs previous 13F +58,582 shares

    0.66% of the 13F portfolio, value $26,573,789.

    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 182,778 shares
    Change vs previous 13F -4,070 shares

    0.53% of the 13F portfolio, value $18,557,456.

    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 186,848 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $17,890,677.

    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).