Global Retirement Partners, LLC
Holdings in CDLX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $52,095 | 45,300 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $84,564 | 34,800 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $34,216 | 20,800 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $73,458 | 19,800 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $40,960 | 12,800 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $75,942 | 9,250 | Shares | Sole | 2024-07-23 |