SEC 13F Intelligence

Elm3 Financial Group, LLC / PHK

Elm3 Financial Group, LLC’s Pimco High Income Fd Position

Does Elm3 Financial Group, LLC own Pimco High Income Fd (PHK)? Yes259.1K shares worth $1M (+1.01% of its 13F portfolio) as of Q1 2026, up from 209.1K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
259.1K
% of Portfolio
+1.01%
Quarters Held
2
currently held

Position History PHK

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026259.1K$1M+1.01%
Q4 2025209.1K$1M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Elm3 Financial Group, LLC’s full portfolio or all institutional holders of PHK.