Pensionmark Financial Group, LLC
CIK
0001652594
City
SANTA BARBARA
State / Country
CA
Holdings in VKI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $399,410 | 43,795 | Shares | Sole | 2026-02-04 |
| 2025-09-30 | $326,349 | 37,212 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $311,464 | 37,212 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,342,590 | 157,212 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $933,973 | 106,862 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $1,009,781 | 108,462 | Shares | Sole | 2024-11-25 |
| 2024-06-30 | $520,269 | 58,655 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $498,567 | 58,655 | Shares | Sole | 2024-05-15 |