Pensionmark Financial Group, LLC
CIK
0001652594
City
SANTA BARBARA
State / Country
CA
Holdings in NCDL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $577,581 | 43,297 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $597,498 | 43,297 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $700,978 | 43,297 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $735,183 | 43,297 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $726,523 | 43,297 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $328,349 | 18,849 | Shares | Sole | 2024-11-25 |