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INDEPENDENT FINANCIAL GROUP, LLC → PDO
INDEPENDENT FINANCIAL GROUP, LLC PDO Position History
Pimco Dynamic Income Opportunities Fund • Financial Services
Quarters held
17
Latest value
$1.5M
Q3 2026
Peak value
$1.8M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $239K |
| Q1 2023 | $245K |
| Q2 2023 | $251K |
| Q3 2023 | $571K |
| Q4 2023 | $848K |
| Q1 2024 | $1.1M |
| Q2 2024 | $1.3M |
| Q3 2024 | $1.7M |
| Q4 2024 | $1.6M |
| Q1 2025 | $1.8M |
| Q2 2025 | $1.7M |
| Q3 2025 | $1.8M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 122.3K | — | — |
| Q2 2026 | $1.7M | 125.7K | — | — |
| Q1 2026 | $1.6M | 124.2K | — | — |
| Q1 2026 | $1.6M | 122.2K | — | — |
| Q4 2025 | $1.7M | 125.6K | — | — |
| Q3 2025 | $1.8M | 124.5K | — | — |
| Q2 2025 | $1.7M | 126.3K | — | — |
| Q1 2025 | $1.8M | 126.4K | — | — |
| Q4 2024 | $1.6M | 117.3K | — | — |
| Q3 2024 | $1.7M | 118.6K | — | — |
| Q2 2024 | $1.3M | 100.7K | — | — |
| Q1 2024 | $1.1M | 84.1K | — | — |
| Q4 2023 | $848K | 69.3K | — | — |
| Q3 2023 | $571K | 48.1K | — | — |
| Q2 2023 | $251K | 19.2K | — | — |
| Q1 2023 | $245K | 19.8K | — | — |
| Q4 2022 | $239K | 18.8K | — | — |
Other funds holding PDO
$423.2M
$74.7M
$68.4M
$66.3M
$65.8M