Global Retirement Partners, LLC

Pension

Position in GDV — Gabelli Dividend & Income Trust

CIK 1749744 San Rafael, CA

Position in GDV

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$139,973

-$16,427 QoQ

Shares Held

4,761

-15.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#140

of 196 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $52,209,770 across 225 Asset Management names. GDV ranks #76 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	44,901	$5,283,500
2	BLK	BlackRock, Inc.	5,488	$5,277,041
3	BXSL	Blackstone Secured Lending Fund	103,935	$2,464,298
4	CII	BlackRock Enhanced Large Cap Core Fund, Inc.	64,990	$1,699,488
5	STT	State Street Corp	9,882	$1,675,987
6	APO	Apollo Global Management, Inc.	12,053	$1,425,990
7	ARCC	Ares Capital Corp	75,075	$1,391,139
8	OTF	Blue Owl Technology Finance Corp.	121,264	$1,255,082

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$139,973	4,761	-15.5%	Shares	Sole	2026-08-06
2025-12-31	$156,400	5,632	+1113.8%	Shares	Sole	2026-02-06
2025-09-30	$12,588	464	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$11,938	459	+2.5%	Shares	Sole	2025-08-12
2024-12-31	$10,819	448	+0.9%	Shares	Sole	2025-01-31
2024-09-30	$10,855	444	-11.9%	Shares	Sole	2024-10-16
2024-06-30	$11,445	504	+152.0%	Shares	Sole	2024-07-23
2024-03-31	$4,596	200	0.0%	Shares	Sole	2024-04-23
2023-12-31	$4,328	200	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.