Global Retirement Partners, LLC
Holdings in IX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $598,571 | 20,485 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $37,717 | 1,444 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $20,560 | 913 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $382 | 18 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $998 | 43 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $1,335 | 60 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $991 | 45 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $840 | 45 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $844 | 45 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $729 | 40 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $656 | 40 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,014 | 63 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $961 | 68 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $959 | 57 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $1,078 | 54 | Shares | Sole | 2022-07-14 |
| 2021-12-31 | $1,139 | 56 | Shares | Sole | 2022-01-21 |
| 2021-09-30 | $1,058 | 56 | Shares | Sole | 2021-10-22 |
| 2020-03-31 | $721 | 61 | Shares | Sole | 2020-04-28 |