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TopTier Wealth Management, LLC

SEC CIK
0002109367
Latest filing
Jul 14, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by TopTier 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)
13,021
Value
$217.5K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of PDI by TopTier Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,021$217.5K0.1%−4,000−23.5%ReducedHolders
Q1 202617,021$291.2K0.2%00.0%UnchangedHolders
Q4 202517,021$301.4K0.2%–No prior filingHolders