Global Retirement Partners, LLC
Holdings in PPLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,161,469 | 11,594 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,587,253 | 11,109 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $67,578 | 550 | Shares | Sole | 2025-08-12 |
| 2024-09-30 | $35,920 | 400 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $36,588 | 400 | Shares | Sole | 2024-07-23 |
| 2023-12-31 | $20,966 | 230 | Shares | Sole | 2024-01-18 |
| 2023-09-30 | $19,232 | 230 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $19,239 | 230 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $21,146 | 230 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $22,834 | 230 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $18,379 | 230 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $19,113 | 230 | Shares | Sole | 2022-07-15 |
| 2022-03-31 | $21,104 | 230 | Shares | Sole | 2022-07-14 |