Kovitz Investment Group Partners »

Pimco Energy & Tactical shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Pimco Energy & Tactical

Tip: Access up to 7 years of quarterly data

All positions including Pimco Energy & Tactical held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco Energy & Tactical by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 163k 24.93
2025-06-30 $4.8M 194k 24.65
2025-03-31 $5.0M 203k 24.54
2024-12-31 $5.1M 195k 26.13
2024-09-30 $4.8M 209k 23.14