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Global Retirement Partners, LLC: IYW position timeline

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

Global Retirement Partners, LLC held 19,322 IYW 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 19,322 shares
    Change vs previous 13F -3,185 shares

    0.07% of the 13F portfolio, value $4,873,633.

    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 22,507 shares
    Change vs previous 13F +1,664 shares

    0.08% of the 13F portfolio, value $4,494,268.

    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 20,843 shares
    Change vs previous 13F -8,986 shares

    0.09% of the 13F portfolio, value $4,082,266.

    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 29,829 shares
    Change vs previous 13F +7,492 shares

    0.13% of the 13F portfolio, value $5,168,545.

    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 22,337 shares
    Change vs previous 13F +5,126 shares

    0.1% of the 13F portfolio, value $3,563,174.

    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 17,211 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,609,464.

    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).