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Global Retirement Partners, LLC: IWF position timeline

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

Global Retirement Partners, LLC held 298,390 IWF 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 298,390 shares
    Change vs previous 13F +222,031 shares

    0.57% of the 13F portfolio, value $37,051,056.

    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 76,359 shares
    Change vs previous 13F +721 shares

    0.64% of the 13F portfolio, value $36,140,941.

    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 75,638 shares
    Change vs previous 13F +4,874 shares

    0.79% of the 13F portfolio, value $35,429,579.

    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 70,764 shares
    Change vs previous 13F +6,309 shares

    0.74% of the 13F portfolio, value $30,044,938.

    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 64,455 shares
    Change vs previous 13F +932 shares

    0.74% of the 13F portfolio, value $25,883,685.

    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 63,523 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $23,845,246.

    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).