Pensionmark Financial Group, LLC
Holdings in OTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,996,967 | 137,343 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $1,253,307 | 90,688 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $470,584 | 30,858 | Shares | Sole | 2025-08-04 |