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Pimco Dynamic Incm Fund shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Cyndeo Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 426k 19.80
2025-06-30 $8.2M 431k 18.97
2025-03-31 $7.4M 372k 19.80
2024-12-31 $4.7M 255k 18.34
2024-09-30 $1.5M 72k 20.27
2024-06-30 $1.6M 87k 18.81
2024-03-31 $2.3M 117k 19.29
2023-12-31 $2.1M 117k 17.95
2023-09-30 $1.6M 92k 17.28
2023-06-30 $1.7M 92k 18.75
2023-03-31 $1.7M 95k 18.02
2022-12-31 $1.0M 55k 18.48