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Pimco shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $30M 1.1M 26.84
2025-06-30 $29M 1.1M 26.54
2025-03-31 $29M 1.1M 26.35
2024-12-31 $11M 426k 25.92
2024-09-30 $11M 410k 26.65
2024-06-30 $9.8M 384k 25.64

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Crestmont Private Wealth

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