Global Retirement Partners, LLC
Holdings in HCAT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,934 | 4,575 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $13,038 | 4,575 | Shares | Sole | 2025-10-21 |
| 2024-03-31 | $1,039 | 138 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $1,277 | 138 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $1,396 | 138 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $1,725 | 138 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $1,610 | 138 | Shares | Sole | 2023-05-08 |
| 2022-06-30 | $492 | 34 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $888 | 34 | Shares | Sole | 2022-07-14 |
| 2021-09-30 | $25,155 | 503 | Shares | Sole | 2021-10-22 |
| 2021-06-30 | $28,643 | 516 | Shares | Sole | 2021-07-15 |
| 2021-03-31 | $32,832 | 702 | Shares | Sole | 2021-04-14 |
| 2020-12-31 | $30,253 | 695 | Shares | Sole | 2021-01-13 |
| 2020-09-30 | $22,472 | 614 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $17,589 | 603 | Shares | Sole | 2020-07-13 |
| 2020-03-31 | $11,009 | 421 | Shares | Sole | 2020-04-28 |