Global Retirement Partners, LLC
PensionPosition in WD — Walker & Dunlop, Inc.
CIK 1749744
San Rafael, CA
Position in WD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$437
-$1,668 QoQ
Shares Held
8
-77.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 266 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WD Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Global Retirement Partners, LLC holds $1,388,260 across 5 Mortgage Finance names. WD ranks #5 (0.0% of the industry book) .
All Filings in WD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437 | 8 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $2,105 | 35 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,428 | 41 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,043 | 29 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $583 | 6 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,407 | 30 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,302 | 54 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $303 | 3 | Shares | Sole | 2024-04-23 | |
| 2022-09-30 | $418 | 5 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,734 | 18 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,070 | 16 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||