Back to PDI
Landmark Wealth Management, LLC → PDI
Landmark Wealth Management, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
12
Latest value
$2.7M
Q3 2026
Peak value
$12.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.7M |
| Q4 2025 | $930K |
| Q4 2025 | $2.4M |
| Q1 2026 | $7.1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $3M |
| Q2 2026 | $7.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.2M |
| Q3 2026 | $12.5M |
| Q3 2026 | $2.2M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 54.7K | — | — |
| Q3 2026 | $2.2M | 52.4K | — | — |
| Q3 2026 | $12.5M | 490.4K | — | — |
| Q2 2026 | $3.2M | 60.2K | — | — |
| Q2 2026 | $1.2M | 26.1K | — | — |
| Q2 2026 | $7.7M | 290.6K | — | — |
| Q1 2026 | $3M | 56.9K | — | — |
| Q1 2026 | $1.2M | 26.4K | — | — |
| Q1 2026 | $7.1M | 271.1K | — | — |
| Q4 2025 | $2.4M | 45.2K | — | — |
| Q4 2025 | $930K | 20.5K | — | — |
| Q4 2025 | $5.7M | 212.7K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M