Trust For Professional Man shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Trust For Professional Man (APIE) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Trust For Professional Man
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Quarterly reported holdings in Trust For Professional Man by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $959k | 27k | 35.49 |
| 2025-06-30 | $1.0M | 31k | 33.32 |
| 2025-03-31 | $1.0M | 34k | 30.06 |
| 2024-12-31 | $943k | 34k | 28.02 |
| 2024-09-30 | $1.0M | 33k | 30.74 |
| 2024-06-30 | $898k | 32k | 28.46 |
More positions owned by Pensionmark Financial Group
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