SEC 13F Intelligence

Meadowbrook Wealth Management, LLC / PDI

Meadowbrook Wealth Management, LLC’s Pimco Dynamic Income Fd Position

Does Meadowbrook Wealth Management, LLC own Pimco Dynamic Income Fd (PDI)? Yes — 110.6K shares worth $2M (+1.99% of its 13F portfolio) as of Q2 2026, up from 39.0K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
110.6K
% of Portfolio
+1.99%
Quarters Held
3
currently held

Position History PDI

Reported value by quarter
Q3 ’25: $828,919Q3 ’25Q4 ’25: $689,897Q4 ’25Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026110.6K$2M+1.99%
Q4 202539.0K$689,897+0.79%
Q3 202541.9K$828,919+0.86%

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