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Morris Retirement Advisors, LLC

SEC CIK
0001841816
Latest filing
Jul 8, 2026

IGD holding history

Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND in every 13F filed by Morris Retirement Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IGD overviewAll 13F holders of IGDFull Q2 2026 holdings

Shares (Q2 2026)
16,892
Value
$103.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IGD by Morris Retirement Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,892$103.7K<0.1%+411+2.5%AddedHolders
Q1 202616,481$93.9K<0.1%+420+2.6%AddedHolders
Q4 202516,061$91.9K<0.1%+411+2.6%AddedHolders
Q3 202515,650$92.8K<0.1%+393+2.6%AddedHolders
Q2 202515,257$88.5K<0.1%+405+2.7%AddedHolders
Q1 202514,852$85.7K<0.1%00.0%UnchangedHolders
Q4 202414,852$80.5K<0.1%+265+1.8%AddedHolders
Q3 202414,587$82.3K<0.1%+129+0.9%AddedHolders
Q2 202414,458$74.3K<0.1%00.0%UnchangedHolders
Q1 202414,458$76.6K<0.1%00.0%UnchangedHolders
Q4 202314,458$71.9K<0.1%+235+1.7%AddedHolders
Q3 202314,223$69.7K<0.1%+223+1.6%AddedHolders
Q2 202314,000$72.0K<0.1%00.0%UnchangedHolders
Q1 202314,000$71.4K0.1%00.0%UnchangedHolders
Q4 202214,000$75.7K0.1%00.0%UnchangedHolders
Q3 202214,000$70.0K0.1%−800−5.4%ReducedHolders
Q2 202214,800$81.0K0.1%00.0%UnchangedHolders
Q1 202214,800$87.0K0.1%00.0%UnchangedHolders
Q4 202114,800$92.0K0.1%00.0%UnchangedHolders
Q3 202114,800$87.0K0.1%00.0%UnchangedHolders
Q2 202114,800$88.0K0.1%00.0%UnchangedHolders
Q1 202114,800$84.0K0.1%––Holders

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