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Atlantic Edge Private Wealth Management, LLC → PDI
Atlantic Edge Private Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$15.3M
Q3 2026
Peak value
$23.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.5M |
| Q4 2025 | $18.6M |
| Q1 2026 | $23.5M |
| Q2 2026 | $12.3M |
| Q3 2026 | $15.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $15.3M | 152.1K | — | — |
| Q2 2026 | $12.3M | 122.3K | — | — |
| Q1 2026 | $23.5M | 234.1K | — | — |
| Q4 2025 | $18.6M | 185.6K | — | — |
| Q3 2025 | $17.5M | 174.3K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M