Pensionmark Financial Group, LLC
CIK
0001652594
City
SANTA BARBARA
State / Country
CA
Holdings in MQY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $152,685 | 13,512 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $131,901 | 11,322 | Shares | Sole | 2025-10-15 |
| 2023-06-30 | $149,935 | 12,959 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $153,434 | 12,959 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $336,504 | 29,009 | Shares | Sole | 2023-02-14 |
| 2021-12-31 | $497,531 | 30,826 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $379,096 | 23,401 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $366,841 | 21,901 | Shares | Sole | 2021-08-12 |
| 2021-03-31 | $348,006 | 21,901 | Shares | Sole | 2021-05-17 |