Pimco Energy & Tactical shares owned by LPL Financial
Quarter-by-quarter ownership of Pimco Energy & Tactical (PDX) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Pimco Energy & Tactical
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Quarterly reported holdings in Pimco Energy & Tactical by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $699k | 28k | 24.93 |
| 2025-06-30 | $501k | 20k | 24.65 |
| 2025-03-31 | $376k | 15k | 24.54 |
| 2024-12-31 | $368k | 14k | 26.13 |
| 2024-09-30 | $349k | 15k | 23.59 |
| 2024-06-30 | $241k | 11k | 22.28 |
| 2023-06-30 | $260k | 17k | 15.76 |
| 2023-03-31 | $241k | 17k | 14.60 |
| 2022-12-31 | $283k | 19k | 14.94 |
| 2022-09-30 | $197k | 15k | 13.51 |
| 2022-06-30 | $219k | 17k | 12.85 |
| 2022-03-31 | $279k | 19k | 14.82 |
| 2021-12-31 | $510k | 40k | 12.89 |
| 2021-09-30 | $651k | 53k | 12.20 |
| 2021-06-30 | $412k | 33k | 12.49 |
| 2021-03-31 | $308k | 30k | 10.35 |
| 2020-12-31 | $240k | 30k | 8.09 |
| 2020-09-30 | $195k | 32k | 6.18 |
| 2020-06-30 | $210k | 30k | 7.05 |
| 2020-03-31 | $121k | 23k | 5.36 |
| 2019-12-31 | $306k | 19k | 16.52 |