Position in SEZL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,178
+$5,671 QoQ
Shares Held
36
+350.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#285
of 323 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SEZL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. SEZL ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in SEZL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,178 | 36 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $507 | 8 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,829 | 23 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $44,812 | 250 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,278 | 5 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||