Pensionmark Financial Group, LLC
Holdings in PFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $142,035 | 18,938 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $81,789 | 10,776 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $79,634 | 10,776 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $81,251 | 10,776 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $80,281 | 10,776 | Shares | Sole | 2025-02-12 |