Pensionmark Financial Group, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Santa Barbara, CA
CIK
0001652594
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 265 504,793 13F-HR 11/14/2023 000106299323020790 Pensionmark Financial Group, LLC
Q2 2023 262 517,001 13F-HR 8/14/2023 000106299323016402 Pensionmark Financial Group, LLC
Q1 2023 240 480,017 13F-HR 5/15/2023 000106299323011077 Pensionmark Financial Group, LLC
Q4 2022 239 436,077 13F-HR 2/14/2023 000106299323003283 Pensionmark Financial Group, LLC
Q3 2022 243 421,130 13F-HR 11/14/2022 000106299322021930 Pensionmark Financial Group, LLC
Q2 2022 260 476,131 13F-HR 8/9/2022 000106299322017513 Pensionmark Financial Group, LLC
Q1 2022 270 481,708 13F-HR 5/12/2022 000106299322012288 Pensionmark Financial Group, LLC
Q4 2021 267 478,071 13F-HR 2/11/2022 000106299322003774 Pensionmark Financial Group, LLC
Q3 2021 249 441,812 13F-HR 11/12/2021 000106299321010630 Pensionmark Financial Group, LLC
Q2 2021 247 437,256 13F-HR 8/12/2021 000106299321007387 Pensionmark Financial Group, LLC
Q1 2021 226 415,185 13F-HR 5/17/2021 000106299321004614 Pensionmark Financial Group, LLC
Q4 2020 228 394,734 13F-HR 2/16/2021 000106299321001536 Pensionmark Financial Group, LLC
Q3 2020 174 292,166 13F-HR 11/13/2020 000106299320005613 Pensionmark Financial Group, LLC
Q2 2020 166 285,977 13F-HR 8/14/2020 000106299320003974 Pensionmark Financial Group, LLC
Q1 2020 140 215,401 13F-HR 4/23/2020 000106299320001900 Pensionmark Financial Group, LLC
Q4 2019 164 256,349 13F-HR 2/13/2020 000106299320000729 Pensionmark Financial Group, LLC
Q3 2019 155 233,301 13F-HR 11/12/2019 000106299319004314 Pensionmark Financial Group, LLC
Q2 2019 147 226,721 13F-HR 8/12/2019 000106299319003282 Pensionmark Financial Group, LLC
Q1 2019 128 219,684 13F-HR 5/14/2019 000106299319002217 Pensionmark Financial Group, LLC
Q4 2018 157 222,900 13F-HR 2/14/2019 000106299319000946 Pensionmark Financial Group, LLC