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Pimco shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $53M 2.0M 26.84
2025-06-30 $48M 1.8M 26.54
2025-03-31 $46M 1.7M 26.35
2024-12-31 $42M 1.6M 25.92
2024-09-30 $24M 909k 26.65

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
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Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

Top funds holding Pimco

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View all funds holding Pimco