Global Retirement Partners, LLC

SEC CIK: 0001749744
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

IBM holding history

International Business Machines Corp in every 13F filed by Global Retirement Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overview All 13F holders of IBM Full Q2 2026 holdings

Shares (Q2 2026): 31,616
Value: $8.89M
% of portfolio: 0.1%
Quarters held: 19; Since Q1 2021

Holdings of IBM by Global Retirement Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	31,616	$8.89M	0.1%	–	No prior filing	Holders
Q1 2026	–	–	–	–	Not filed	Holders
Q4 2025	34,966	$10.4M	0.2%	+8,396+31.6%	Added	Holders
Q3 2025	26,570	$7.50M	0.2%	−1,020−3.7%	Reduced	Holders
Q2 2025	27,590	$8.13M	0.2%	–	No prior filing	Holders
Q1 2025	–	–	–	–	Not filed	Holders
Q4 2024	25,239	$5.55M	0.2%	−137−0.5%	Reduced	Holders
Q3 2024	25,376	$5.61M	0.2%	+1,539+6.5%	Added	Holders
Q2 2024	23,837	$4.12M	0.1%	+3,710+18.4%	Added	Holders
Q1 2024	20,127	$3.84M	0.1%	+1,568+8.4%	Added	Holders
Q4 2023	18,559	$3.10M	0.1%	+3,962+27.1%	Added	Holders
Q3 2023	14,597	$2.06M	0.1%	+307+2.1%	Added	Holders
Q2 2023	14,290	$1.91M	0.1%	+863+6.4%	Added	Holders
Q1 2023	13,427	$1.66M	0.1%	+2,718+25.4%	Added	Holders
Q4 2022	10,709	$1.51M	0.1%	+2,801+35.4%	Added	Holders
Q3 2022	7,908	$1.09M	0.1%	+1,097+16.1%	Added	Holders
Q2 2022	6,811	$962.0K	0.1%	+270+4.1%	Added	Holders
Q1 2022	6,541	$875.0K	0.1%	+6,541	New	Holders
Q4 2021	0	$0	0.0%	−3,986−100.0%	Sold out	Holders
Q3 2021	3,986	$554.0K	0.1%	+1,911+92.1%	Added	Holders
Q2 2021	2,075	$304.0K	<0.1%	+334+19.2%	Added	Holders
Q1 2021	1,741	$232.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.