Pensionmark Financial Group, LLC
Holdings in INDB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,825,007 | 52,340 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $3,618,766 | 52,317 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $3,252,922 | 51,724 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $3,241,260 | 51,736 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $3,321,447 | 51,744 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $3,058,321 | 51,722 | Shares | Sole | 2024-11-25 |
| 2024-06-30 | $2,561,360 | 50,500 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $2,627,010 | 50,500 | Shares | Sole | 2024-05-15 |