Global Retirement Partners, LLC
PensionPosition in CSV — Carriage Services Inc
CIK 1749744
San Rafael, CA
Position in CSV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,485
New position
Shares Held
117
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 157 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Global Retirement Partners, LLC holds $868,322 across 8 Personal Services names. CSV ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
|
4,320 | $328,147 | |
| 2 | ROL |
Rollins Inc
|
5,987 | $249,897 | |
| 3 | HRB |
H&R Block Inc
|
2,929 | $111,536 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
1,226 | $86,898 | |
| 5 | FTDR |
Frontdoor, Inc.
|
1,068 | $82,866 | |
| 6 | CSV |
Carriage Services Inc
This page
|
117 | $4,485 | |
| 7 | ANDG |
Andersen Group Inc.
|
100 | $3,772 | |
| 8 | MED |
Medifast Inc
|
68 | $721 |
All Filings in CSV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,485 | 117 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||