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Freedom Financial Partners LLC → PDI
Freedom Financial Partners LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
10
Latest value
$991K
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $1M |
| Q4 2025 | $4.7M |
| Q4 2025 | $1.2M |
| Q1 2026 | $5.1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $5.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $5M |
| Q3 2026 | $991K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $991K | 19.9K | — | — |
| Q3 2026 | $5M | 57.6K | — | — |
| Q2 2026 | $1.1M | 21.4K | — | — |
| Q2 2026 | $5.1M | 55.0K | — | — |
| Q1 2026 | $1.2M | 23.3K | — | — |
| Q1 2026 | $5.1M | 55.0K | — | — |
| Q4 2025 | $1.2M | 22.4K | — | — |
| Q4 2025 | $4.7M | 50.6K | — | — |
| Q3 2025 | $1M | 19.4K | — | — |
| Q3 2025 | $4.6M | 48.8K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M