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Wealth Care LLC

SEC CIK
0002120450
Latest filing
Jul 15, 2026

PDI holding history

PIMCO Dynamic Income Fund in every 13F filed by Wealth Care 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)
249,620
Value
$4.17M
% of portfolio
3.4%
Quarters held
2
Since Q1 2026
Holdings of PDI by Wealth Care LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026249,620$4.17M3.4%+23,750+10.5%AddedHolders
Q1 2026225,870$3.86M3.4%–No prior filingHolders