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Disclosery

Global Retirement Partners, LLC: IWR position timeline

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

Global Retirement Partners, LLC held 60,422 IWR 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 60,422 shares
    Change vs previous 13F +718 shares

    0.1% of the 13F portfolio, value $6,665,738.

    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 59,704 shares
    Change vs previous 13F +22,192 shares

    0.1% of the 13F portfolio, value $5,747,721.

    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 37,512 shares
    Change vs previous 13F -176 shares

    0.08% of the 13F portfolio, value $3,621,785.

    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 37,688 shares
    Change vs previous 13F +1,025 shares

    0.09% of the 13F portfolio, value $3,466,202.

    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 36,663 shares
    Change vs previous 13F -22,868 shares

    0.09% of the 13F portfolio, value $3,240,995.

    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 59,531 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,247,100.

    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).