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Pimco shares owned by Roger Wittlin Investment Advisory

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Roger Wittlin Investment Advisory from 13F filings

Historical chart of Roger Wittlin Investment Advisory investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Roger Wittlin Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Roger Wittlin Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 59k 26.84
2025-06-30 $1.9M 71k 26.54
2025-03-31 $2.1M 81k 26.35
2024-12-31 $2.0M 75k 25.92
2024-09-30 $2.5M 93k 26.65
2024-06-30 $2.0M 77k 25.64
2024-03-31 $734k 29k 25.76

More positions owned by Roger Wittlin Investment Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust SPDR S&P1500VL (VLU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Roger Wittlin Investment Advisory

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