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Beaird Harris Wealth Management, LLC

SEC CIK
0001908938
Latest filing
Jul 8, 2026

PDI holding history

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

PDI overviewAll 13F holders of PDIFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2025
Holdings of PDI by Beaird Harris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−362−100.0%Sold outHolders
Q1 2026362$6.19K<0.1%+362NewHolders
Q3 20250$00.0%−300−100.0%Sold outHolders
Q2 2025300$5.69K<0.1%00.0%UnchangedHolders
Q1 2025300$5.94K<0.1%+300NewHolders