Pensionmark Financial Group, LLC
CIK
0001652594
City
SANTA BARBARA
State / Country
CA
Holdings in BTO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $967,857 | 27,590 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,020,356 | 28,359 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $1,128,339 | 31,856 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,102,673 | 32,327 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,214,138 | 34,019 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $1,191,869 | 35,943 | Shares | Sole | 2024-11-25 |
| 2024-06-30 | $1,026,958 | 36,664 | Shares | Sole | 2024-08-15 |
| 2023-12-31 | $1,145,235 | 38,073 | Shares | Sole | 2024-02-15 |