Global Retirement Partners, LLC
PensionPosition in CDLX — Cardlytics, Inc.
CIK 1749744
San Rafael, CA
Position in CDLX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,400
-$36,695 QoQ
Shares Held
3,430
-24.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 41 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDLX Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $6,109,615 across 13 Advertising Agencies names. CDLX ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APP |
AppLovin Corp
|
7,609 | $3,920,385 | |
| 2 | OMC |
Omnicom Group Inc.
|
27,059 | $1,970,706 | |
| 3 | CRTO |
Criteo S.A.
|
6,345 | $115,986 | |
| 4 | TTD |
Trade Desk, Inc.
|
2,099 | $37,949 | |
| 5 | DV |
DoubleVerify Holdings, Inc.
|
1,847 | $20,021 | |
| 6 | CDLX |
Cardlytics, Inc.
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|
3,430 | $15,400 | |
| 7 | ADV |
Advantage Solutions Inc.
|
222 | $9,599 | |
| 8 | NEXN |
Nexxen International Ltd.
|
984 | $8,885 |
All Filings in CDLX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,400 | 3,430 | Shares | Sole | 2026-08-06 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||