Pensionmark Financial Group, LLC
Holdings in CRAI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,707,154 | 8,506 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,773,756 | 8,506 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $1,593,769 | 8,506 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,473,239 | 8,506 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,592,323 | 8,506 | Shares | Sole | 2025-02-12 |