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Pimco shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $16M 609k 26.84
2025-06-30 $16M 618k 26.54
2025-03-31 $15M 579k 26.35
2024-12-31 $15M 582k 25.92
2024-09-30 $13M 496k 26.65
2024-06-30 $8.7M 341k 25.64
2024-03-31 $8.8M 342k 25.76
2023-12-31 $7.9M 309k 25.67

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Intl High Profit (DIHP)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Exchange Listed Fds Tr Stratified Large (SSPY)
American Centy Etf Tr Emerging Mkt Val (AVES)
Calamos Etf Tr Autocallable Inc (CAIE)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Entrepreneurshares Series Tr Ershares Private (XOVR)

View all positions for Fortress Wealth Management

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