Trust For Professional Man shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Trust For Professional Man (APUE) 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 |
|---|---|---|---|
| 2025-12-31 | $2.2M | 94k | 23.27 |
| 2025-09-30 | $2.3M | 56k | 40.78 |
| 2025-06-30 | $2.1M | 56k | 37.60 |
| 2025-03-31 | $2.1M | 61k | 33.98 |
| 2024-12-31 | $2.2M | 61k | 35.76 |
| 2024-09-30 | $2.2M | 62k | 35.24 |
| 2024-06-30 | $2.1M | 62k | 33.34 |
More positions owned by Pensionmark Financial Group
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