NORTHWEST WEALTH MANAGEMENT, LLC
Position in PDI — PIMCO Dynamic Income Fund
CIK 1695344
SPENCER, IA
Position in PDI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$302,687
-$14,446 QoQ
Shares Held
18,125
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#237
of 376 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PDI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $1,561,609 across 5 Asset Management names. PDI ranks #3 (19.4% of the industry book) .
All Filings in PDI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,687 | 18,125 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $317,133 | 18,535 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $328,254 | 18,535 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $366,993 | 18,535 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $351,153 | 18,511 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $366,517 | 18,511 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $339,491 | 18,511 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $375,217 | 18,511 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $348,191 | 18,511 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $357,077 | 18,511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $325,343 | 18,125 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $315,671 | 18,268 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||