Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by Secure Asset Management, 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 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 5; Since Q1 2021

Holdings of PDI by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−31,328−100.0%	Sold out	Holders
Q1 2022	31,328	$763.0K	0.3%	−12,834−29.1%	Reduced	Holders
Q4 2021	44,162	$1.14M	0.5%	+2,802+6.8%	Added	Holders
Q3 2021	41,360	$1.10M	0.5%	−20,390−33.0%	Reduced	Holders
Q2 2021	61,750	$1.78M	0.9%	+1,600+2.7%	Added	Holders
Q1 2021	60,150	$1.69M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.