Global Retirement Partners, LLC
Holdings in IFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,444 | 1,783 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $26,120 | 1,783 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $28,663 | 1,734 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $25,672 | 1,630 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $31,002 | 1,630 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $27,700 | 1,551 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $22,414 | 1,095 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $19,588 | 1,071 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $18,256 | 1,048 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $16,998 | 1,024 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $15,145 | 1,001 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $13,062 | 882 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $14,182 | 882 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $14,018 | 860 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $16,104 | 834 | Shares | Sole | 2022-07-14 |
| 2021-09-30 | $18,587 | 805 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $17,677 | 805 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $17,267 | 805 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $16,067 | 805 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $12,375 | 750 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $6,192 | 400 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $5,448 | 400 | Shares | Sole | 2020-04-28 |