Pensionmark Financial Group, LLC
CIK
0001652594
City
SANTA BARBARA
State / Country
CA
Holdings in CSQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,810,707 | 146,391 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $2,658,161 | 137,800 | Shares | Sole | 2025-10-15 |