Global Retirement Partners, LLC

Pension

Position in RKT — Rocket Companies, Inc.

CIK 1749744 San Rafael, CA

Back to RKT Full portfolio

Position in RKT

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

Position Value

$1,348,373

-$193,825 QoQ

Shares Held

85,611

+7.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#304

of 790 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in RKT Over Time

Shares Held

Position Value (USD)

Derivatives in RKT

reported options exposure · as of Jun 30, 2025

CallValue

$690

CallShares

1,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $1,388,260 across 5 Mortgage Finance names. RKT ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	85,611	$1,348,373
2	UWMC	UWM Holdings Corp	15,317	$35,075
3	BETR	Better Home & Finance Holding Co	122	$3,355
4	LDI	loanDepot, Inc.	816	$1,020
5	WD	Walker & Dunlop, Inc.	8	$437

All Filings in RKT

Export CSV

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,348,373	85,611	+7.5%	Shares	Sole	2026-08-06
2025-12-31	$1,542,198	79,659	+7.5%	Shares	Sole	2026-02-06
2025-09-30	$1,435,941	74,094	-5.6%	Shares	Sole	2025-10-21
2025-06-30	$1,113,257	78,509	-7.6%	Shares	Sole	2025-08-12
2025-06-30	$690	1,500	+400.0%	Call	Sole	2025-08-12
2024-12-31	$957,009	84,992	+24.8%	Shares	Sole	2025-01-31
2024-12-31	$78	300	—	Call	Sole	2025-01-31
2024-09-30	$1,306,973	68,107	-2.7%	Shares	Sole	2024-10-16
2024-06-30	$959,095	70,007	-2.1%	Shares	Sole	2024-07-23
2024-03-31	$1,040,034	71,480	+0.9%	Shares	Sole	2024-04-23
2023-12-31	$1,025,618	70,830	+7.5%	Shares	Sole	2024-01-18
2023-09-30	$539,168	65,913	+9.1%	Shares	Sole	2023-10-13
2023-06-30	$541,076	60,388	+2.4%	Shares	Sole	2023-07-20
2023-03-31	$534,331	58,977	-18.1%	Shares	Sole	2023-05-08
2022-12-31	$504,189	72,027	0.0%	Shares	Sole	2023-02-13
2022-09-30	$455,210	72,027	+21.5%	Shares	Sole	2022-11-03
2022-06-30	$436,425	59,297	+10.2%	Shares	Sole	2022-07-15
2022-03-31	$598,222	53,797	+59.1%	Shares	Sole	2022-07-14
2021-09-30	$542,392	33,815	+79.5%	Shares	Sole	2021-10-22
2021-06-30	$364,554	18,840	+52.7%	Shares	Sole	2021-07-15
2021-03-31	$284,953	12,341	+452.4%	Shares	Sole	2021-04-14
2020-12-31	$45,171	2,234	-28.9%	Shares	Sole	2021-01-13
2020-09-30	$62,659	3,144	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.