Position in PML
as of Jun 30, 2026
· filed Sep 1, 2026
Position Value
$184,162
New position
Shares Held
24,200
first reported quarter
Ownership
0.036%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Planning Project LLC holds $184,162 across 1 Asset Management name. PML ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PML |
Pimco Municipal Income Fund II
This page
|
24,200 | $184,162 |
All Filings in PML
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,162 | 24,200 | Shares | Sole | 2026-09-01 | |
| No filing history on record for this holder in this stock. | ||||||