Global Retirement Partners, LLC
PensionPosition in PRVA — Privia Health Group, Inc.
CIK 1749744
San Rafael, CA
Position in PRVA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,362
-$29,194 QoQ
Shares Held
325
-79.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 298 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,986,172 across 21 Health Information Services names. PRVA ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in PRVA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,362 | 325 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $37,556 | 1,584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,801 | 233 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,094 | 178 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,228 | 114 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $983 | 54 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,633 | 94 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,841 | 94 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,164 | 94 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||