Kelman-Lazarov »

Pimco shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pimco by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-12-31 $22M 838k 25.92
2024-09-30 $22M 808k 26.65
2024-06-30 $20M 784k 25.64
2024-03-31 $17M 655k 25.76
2023-12-31 $1.0M 41k 25.67

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Mbs Etf (MBB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kelman-Lazarov

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco