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Intelligence Driven Advisers, LLC → PDI
Intelligence Driven Advisers, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
10
Latest value
$2.4M
Q3 2026
Peak value
$5.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.9M |
| Q3 2025 | $3.3M |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.1M |
| Q1 2026 | $3.7M |
| Q1 2026 | $2.6M |
| Q2 2026 | $3.8M |
| Q2 2026 | $2.6M |
| Q3 2026 | $5.1M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 28.1K | — | — |
| Q3 2026 | $5.1M | 202.4K | — | — |
| Q2 2026 | $2.6M | 28.1K | — | — |
| Q2 2026 | $3.8M | 143.2K | — | — |
| Q1 2026 | $2.6M | 28.4K | — | — |
| Q1 2026 | $3.7M | 139.9K | — | — |
| Q4 2025 | $3.1M | 33.1K | — | — |
| Q4 2025 | $2.9M | 107.2K | — | — |
| Q3 2025 | $3.3M | 35.3K | — | — |
| Q3 2025 | $2.9M | 108.7K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M