Global Retirement Partners, LLC
PensionPosition in GLDI — Credit Suisse AG
CIK 1749744
San Rafael, CA
Position in GLDI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,379
-$4,814 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 42 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GLDI Over Time
Shares Held
Position Value (USD)
All Filings in GLDI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,379 | 145 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $25,193 | 145 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,451 | 145 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $23,104 | 145 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $22,258 | 145 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,564 | 145 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,361 | 145 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $21,677 | 145 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $21,001 | 145 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $19,424 | 145 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $20,281 | 145 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $21,429 | 145 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||