Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PDI overview All 13F holders of PDI Full Q2 2026 holdings

Shares (Q2 2026): 19,194
Value: $320.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of PDI by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,194	$320.5K	<0.1%	−347−1.8%	Reduced	Holders
Q1 2026	19,541	$334.4K	<0.1%	+294+1.5%	Added	Holders
Q4 2025	19,247	$340.9K	<0.1%	+19,247	New	Holders