Back to PDI
Clarity Wealth Development LLC → PDI
Clarity Wealth Development LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $2M |
| Q1 2026 | $2M |
| Q2 2026 | $2.8M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 84.3K | — | — |
| Q2 2026 | $2.8M | 53.4K | — | — |
| Q1 2026 | $2M | 39.2K | — | — |
| Q4 2025 | $2M | 38.5K | — | — |
| Q3 2025 | $1.8M | 33.9K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M