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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

Filings received so far for Q3 2026: 22 13F filers report a position in PDI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
FLATTUM DAVID Cdirector2026-10-06+17,448.13 P$14.3Form 4

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Noble Wealth Management PBC524,175$7.35M3.38%-13,38213F-HRTimeline
Elm3 Financial Group, LLC113,980$1.6M1.07%-14,89413F-HRTimeline
Meadowbrook Wealth Management, LLC107,760$1.51M1.58%-2,81013F-HRTimeline
MRA Advisory Group100,739$1.41M0.53%+2,66013F-HRTimeline
Farther Finance Advisors, LLC99,056$1.39M0.01%-42,27313F-HRTimeline
HF Advisory Group, LLC74,937$1.05M0.31%+5,60913F-HRTimeline
CoreCap Advisors, LLC54,559$765K0.02%+4,55113F-HRTimeline
First Heartland Consultants, Inc.53,935$757K0.05%+4,97913F-HRTimeline
Kaizen Financial Strategies38,901$546K0.21%+67613F-HRTimeline
Valeo Financial Advisors, LLC30,220$424K0.01%+17513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC24,829$348K0.24%+17,82313F-HRTimeline
Venture Visionary Partners LLC22,951$322K0.01%-48913F-HRTimeline
Attessa Capital LLC22,787$320K0.14%013F-HRTimeline
Avidian Wealth Enterprises, LLC19,194$269K0.01%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC17,937$252K<0.01%+4,57413F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.17,042$239K0.17%new13F-HRTimeline
Mallini Complete Financial Planning LLC15,792$222K0.16%-6,33613F-HRTimeline
Sound Income Strategies, LLC12,593$180K0.01%+26613F-HRTimeline
Versant Capital Management, Inc6,253$87.7K0.01%new13F-HRTimeline
CX Institutional3,274$46K<0.01%new13F-HRTimeline
EASTERN BANK3,000$42.1K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$56<0.01%013F-HRTimeline

Events

  • FLATTUM DAVID C bought 17,448.13 PDI shares on 2026-10-06, Form 4 filed 2026-10-08. 0001201917-26-000004

    Accepted , ingested