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Global Retirement Partners, LLC: IWM position timeline

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

Global Retirement Partners, LLC held 55,579 IWM 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 55,579 shares
    Change vs previous 13F -10,487 shares

    0.26% of the 13F portfolio, value $16,698,757.

    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 66,066 shares
    Change vs previous 13F +14,358 shares

    0.29% of the 13F portfolio, value $16,262,829.

    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 51,708 shares
    Change vs previous 13F +398 shares

    0.28% of the 13F portfolio, value $12,511,346.

    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 51,310 shares
    Change vs previous 13F -10,517 shares

    0.27% of the 13F portfolio, value $11,072,147.

    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 61,827 shares
    Change vs previous 13F +19,173 shares

    0.39% of the 13F portfolio, value $13,661,353.

    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 42,654 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,421,788.

    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).