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Pimco shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $423k 16k 26.65

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tesla Motors (TSLA)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Vanguard Wellington Us Quality (VFQY)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco