Global Retirement Partners, LLC

Pension

Position in HCAT — Health Catalyst, Inc.

CIK 1749744 San Rafael, CA

Position in HCAT

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

Position Value

$9,104

-$1,830 QoQ

Shares Held

4,575

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#89

of 128 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Global Retirement Partners, LLC holds $2,986,172 across 21 Health Information Services names. HCAT ranks #10 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTSG	BrightSpring Health Services, Inc.	28,508	$1,988,147
2	VEEV	Veeva Systems Inc	2,820	$500,465
3	HQY	Healthequity, Inc.	3,373	$304,649
4	TXG	10x Genomics, Inc.	1,014	$38,876
5	HSTM	Healthstream Inc	1,131	$30,819
6	CTEV	Claritev Corp	861	$29,368
7	TEM	Tempus AI, Inc.	301	$17,436
8	WEAV	Weave Communications, Inc.	2,034	$12,183

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,104	4,575	0.0%	Shares	Sole	2026-08-06
2025-12-31	$10,934	4,575	0.0%	Shares	Sole	2026-02-06
2025-09-30	$13,038	4,575	+3215.2%	Shares	Sole	2025-10-21
2024-03-31	$1,039	138	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,277	138	0.0%	Shares	Sole	2024-01-18
2023-09-30	$1,396	138	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,725	138	0.0%	Shares	Sole	2023-07-20
2023-03-31	$1,610	138	+305.9%	Shares	Sole	2023-05-08
2022-06-30	$492	34	0.0%	Shares	Sole	2022-07-15
2022-03-31	$888	34	-93.2%	Shares	Sole	2022-07-14
2021-09-30	$25,155	503	-2.5%	Shares	Sole	2021-10-22
2021-06-30	$28,643	516	-26.5%	Shares	Sole	2021-07-15
2021-03-31	$32,832	702	+1.0%	Shares	Sole	2021-04-14
2020-12-31	$30,253	695	+13.2%	Shares	Sole	2021-01-13
2020-09-30	$22,472	614	+1.8%	Shares	Sole	2020-10-09
2020-06-30	$17,589	603	+43.2%	Shares	Sole	2020-07-13
2020-03-31	$11,009	421	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.