Global Retirement Partners, LLC
PensionPosition in DIAL — Columbia Diversified Fixed Income Allocation ETF
CIK 1749744
San Rafael, CA
All Filings in DIAL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DIAL | $105,504 | 5,748 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 DIAL | $106,050 | 5,748 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 DIAL | $104,671 | 5,748 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 DIAL | $98,676 | 5,629 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 DIAL | $104,023 | 5,629 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 DIAL | $175,565 | 9,951 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 DIAL | $176,938 | 9,951 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 DIAL | $236,184 | 13,085 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 DIAL | $236,935 | 14,074 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 DIAL | $324,886 | 18,449 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 DIAL | $306,238 | 17,137 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 DIAL | $288,604 | 16,692 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 DIAL | $964,016 | 57,622 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 DIAL | $1,140,571 | 64,585 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 DIAL | $1,274,451 | 65,390 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 DIAL | $1,329,916 | 62,262 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 DIAL | $1,365,601 | 63,369 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||