HB Wealth Management, LLC

SEC CIK: 0001911253
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PDO holding history

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

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2022

Holdings of PDO by HB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−18,539−100.0%	Sold out	Holders
Q2 2023	18,539	$242.1K	<0.1%	+393+2.2%	Added	Holders
Q1 2023	18,146	$225.0K	<0.1%	+7,971+78.3%	Added	Holders
Q4 2022	10,175	$129.9K	<0.1%	+10,175	New	Holders