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Global Retirement Partners, LLC: IWY position timeline

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

Global Retirement Partners, LLC held 172,371 IWY 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 172,371 shares
    Change vs previous 13F +18,776 shares

    0.77% of the 13F portfolio, value $50,094,516.

    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 153,595 shares
    Change vs previous 13F +6,638 shares

    0.75% of the 13F portfolio, value $42,536,607.

    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 146,957 shares
    Change vs previous 13F +10,688 shares

    0.9% of the 13F portfolio, value $40,214,757.

    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 136,269 shares
    Change vs previous 13F +15,065 shares

    0.83% of the 13F portfolio, value $33,591,612.

    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 121,204 shares
    Change vs previous 13F +16,716 shares

    0.82% of the 13F portfolio, value $28,515,641.

    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 104,488 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $22,992,597.

    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).