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Strategy Shs newfound reslv shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Strategy Shs newfound reslv (ROMO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Strategy Shs newfound reslv

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All positions including Strategy Shs newfound reslv held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy Shs newfound reslv by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $415k 14k 29.94
2024-03-31 $396k 14k 28.91
2023-09-30 $209k 8.4k 24.89
2023-06-30 $217k 8.4k 25.82
2023-03-31 $211k 8.4k 25.16
2022-12-31 $206k 8.5k 24.34
2022-09-30 $955k 39k 24.53
2022-06-30 $1.0M 40k 25.91
2022-03-31 $1.6M 59k 27.64
2021-12-31 $1.4M 51k 28.50
2021-09-30 $1.8M 65k 27.81
2021-06-30 $1.9M 68k 27.75
2021-03-31 $1.9M 72k 26.89
2020-12-31 $2.8M 106k 26.63
2020-09-30 $1.8M 80k 22.60
2020-06-30 $1.8M 80k 22.79
2020-03-31 $1.4M 68k 21.06
2019-12-31 $1.8M 67k 26.21