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Pimco shares owned by Hartland & Co

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Hartland & Co from 13F filings

Historical chart of Hartland & Co investment in Pimco

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All positions including Pimco held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 243k 26.84
2025-06-30 $6.2M 235k 26.54
2025-03-31 $5.8M 220k 26.35
2024-12-31 $2.5M 96k 25.92

More positions owned by Hartland & Co

Vanguard Index Fds S&p 500 Etf Shs Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

Top funds holding Pimco

LPL Financial
Morgan Stanley
HighTower Advisors
Sequoia Financial Advisors
Envestnet Asset Management
Retirement Planning Group
AE Wealth Management
Goss Wealth Management
TruWealth Advisors
Raymond James Financial
Advance Capital Management
Gr Financial Group
Advocacy Wealth Management Services
Krilogy Financial
CWM

View all funds holding Pimco