Pensionmark Financial Group, LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,944,704 | 231,326 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $8,438,622 | 219,185 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $6,941,392 | 210,409 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $6,958,484 | 223,243 | Shares | Sole | 2025-04-29 |