Pimco Dynamic Incm Fund shares owned by Independent Financial Group
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Pimco Dynamic Incm Fund
Tip: Access up to 7 years of quarterly data
All positions including Pimco Dynamic Incm Fund held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Pimco Dynamic Incm Fund by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $8.9M | 520k | 17.11 |
| 2025-09-30 | $17M | 832k | 19.80 |
| 2025-06-30 | $15M | 804k | 18.97 |
| 2025-03-31 | $23M | 1.2M | 19.80 |
| 2024-12-31 | $12M | 656k | 18.34 |
| 2024-09-30 | $22M | 1.1M | 20.27 |
| 2024-06-30 | $13M | 699k | 18.81 |
| 2024-03-31 | $12M | 607k | 19.29 |
| 2023-12-31 | $4.1M | 231k | 17.95 |
| 2023-09-30 | $3.1M | 177k | 17.28 |
| 2023-06-30 | $3.0M | 160k | 18.75 |
| 2023-03-31 | $2.6M | 143k | 18.02 |
| 2022-12-31 | $1.2M | 65k | 18.48 |
| 2022-09-30 | $1.0M | 52k | 19.38 |
| 2022-06-30 | $1.1M | 52k | 20.87 |
| 2022-03-31 | $1.8M | 75k | 24.37 |
| 2021-12-31 | $2.1M | 81k | 25.91 |
| 2021-09-30 | $1.1M | 41k | 26.58 |
| 2021-06-30 | $1.1M | 37k | 28.81 |
| 2021-03-31 | $864k | 31k | 28.15 |
| 2020-12-31 | $772k | 29k | 26.43 |
| 2020-09-30 | $753k | 30k | 25.36 |
| 2020-06-30 | $786k | 32k | 24.72 |
| 2020-03-31 | $468k | 21k | 22.09 |
More positions owned by Independent Financial Group
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