Position in PDI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$217,450
-$73,779 QoQ
Shares Held
13,021
-23.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#273
of 376 holders
Holding Since
Dec 2025
3 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, 2026TopTier Wealth Management, LLC holds $217,450 across 1 Asset Management name. PDI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDI |
PIMCO Dynamic Income Fund
This page
|
13,021 | $217,450 |
All Filings in PDI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,450 | 13,021 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $291,229 | 17,021 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $301,441 | 17,021 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||