Pimco Dynamic Incm Fund shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Pimco Dynamic Incm Fund
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Quarterly reported holdings in Pimco Dynamic Incm Fund by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 27k | 19.84 |
| 2018-06-30 | $241k | 7.8k | 30.90 |
| 2018-03-31 | $241k | 7.8k | 30.90 |
| 2017-12-31 | $234k | 7.8k | 30.00 |
| 2017-09-30 | $241k | 7.8k | 30.90 |
| 2017-06-30 | $275k | 9.1k | 30.22 |
| 2017-03-31 | $263k | 9.1k | 28.90 |
| 2016-12-31 | $274k | 9.9k | 27.68 |
| 2016-09-30 | $282k | 9.9k | 28.48 |
| 2016-06-30 | $415k | 15k | 27.57 |
| 2016-03-31 | $444k | 17k | 26.04 |
| 2015-12-31 | $473k | 17k | 27.34 |
| 2015-09-30 | $498k | 17k | 28.79 |
| 2015-06-30 | $519k | 18k | 29.16 |
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