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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

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Quarterly 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