Global Retirement Partners, LLC: PDI position timeline

Global Retirement Partners, LLC held 20,413 PDI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 20,413 shares

   Change vs previous 13F -1,234 shares

   0.01% of the 13F portfolio, value $340,901.

   13F-HR 0001580642-26-004976 filed by Global Retirement Partners, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 21,647 shares

   Change vs previous 13F +1,468 shares

   0.01% of the 13F portfolio, value $383,375.

   13F-HR 0001580642-26-000877 filed by Global Retirement Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 20,179 shares

   Change vs previous 13F +1,623 shares

   0.01% of the 13F portfolio, value $399,552.

   13F-HR 0001580642-25-006659 filed by Global Retirement Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 18,556 shares

   Change vs previous 13F +1,489 shares

   0.01% of the 13F portfolio, value $352,000.

   13F-HR 0001580642-25-005069 filed by Global Retirement Partners, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 17,067 shares

   Change vs previous 13F -1,105 shares

   0.01% of the 13F portfolio, value $313,013.

   13F-HR 0001580642-25-000642 filed by Global Retirement Partners, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-09-30

   13F 18,172 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $368,342.

   13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).