Number of Shares
248,877
Previous 167,589 48.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
N/A
81,288 Added 48.5%
248,877 $0
Q1 2025

Apr 29, 2025

BUY
N/A
167,589 New
167,589 $0
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.