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Pimco shares owned by LLBH Private Wealth Management

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

Historical chart of LLBH Private Wealth Management investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5M 243k 26.68
2025-09-30 $5.8M 214k 26.84
2025-06-30 $5.3M 201k 26.54
2025-03-31 $4.5M 170k 26.35

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)

View all positions for LLBH Private Wealth Management

Top funds holding Pimco

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Retirement Planning Group
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Goss Wealth Management
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Wells Fargo & Company
CWM
TruWealth Advisors
Advocacy Wealth Management Services
Krilogy Financial
WCG Wealth Advisors

View all funds holding Pimco