Global Retirement Partners, LLC
Holdings in PCYO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $88,491 | 8,052 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $89,135 | 8,052 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $86,317 | 8,052 | Shares | Sole | 2025-08-12 |
| 2024-12-31 | $102,099 | 8,052 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $103,402 | 9,601 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $91,689 | 9,601 | Shares | Sole | 2024-07-23 |
| 2024-03-31 | $91,209 | 9,601 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $100,522 | 9,601 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $97,276 | 10,133 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $105,765 | 9,615 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $90,861 | 9,615 | Shares | Sole | 2023-05-08 |
| 2020-03-31 | $28,309 | 2,539 | Shares | Sole | 2020-04-28 |