Back to PDI
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → PDI
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC PDI Position History
PIMCO Dynamic Income Fund • Financial Services
Quarters held
6
Latest value
$223K
Q3 2026
Peak value
$29.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.4M |
| Q4 2025 | $26.6M |
| Q1 2026 | $28.2M |
| Q2 2026 | $28.7M |
| Q3 2026 | $29.7M |
| Q3 2026 | $223K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $223K | 15.9K | — | — |
| Q3 2026 | $29.7M | 293.8K | — | — |
| Q2 2026 | $28.7M | 284.6K | — | — |
| Q1 2026 | $28.2M | 279.1K | — | — |
| Q4 2025 | $26.6M | 264.2K | — | — |
| Q3 2025 | $25.4M | 251.1K | — | — |
Other funds holding PDI
$3.2B
$3.2B
$3.2B
$3.1B
$1.2B
$971.6M
Other WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC positions
JPM-PM
$28.1MJ P MORGAN EXCHANGE TRADED F
DSL
$27.3MDoubleline Shiller CAPE US Equity
DSL
$27.1MDoubleline Shiller CAPE US Equity
JPM-PM
$26.8MJ P MORGAN EXCHANGE TRADED F
DSL
$26.2MDOUBLELINE ETF TRUST
DSL
$25.3MDOUBLELINE ETF TRUST
DSL
$25MDoubleline Shiller CAPE US Equity
JPM-PM
$22.5MJPMorgan US Quality Factor