Global Retirement Partners, LLC
PensionPosition in RILY — BRC Group Holdings, Inc.
CIK 1749744
San Rafael, CA
Position in RILY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$717,883
+$716,506 QoQ
Shares Held
89,289
+29663.0% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 95 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RILY Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $1,656,725 across 4 Financial Conglomerates names. RILY ranks #2 (43.3% of the industry book) .
All Filings in RILY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,883 | 89,289 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $1,377 | 300 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $787 | 150 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $6,351 | 300 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,495 | 500 | Shares | Sole | 2024-01-18 | |
| 2022-09-30 | $27,379 | 615 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $12,421 | 294 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $14,341 | 205 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||