Ownership history in Avid Wealth Partners LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Avid Wealth Partners LLC reported a position in PIMCO ETF TR (MINT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 17,623 | +2,936 | +20.0% | 0.86% | $1.8M | $99.66 |
| 2025 Q3 | ADDED | 14,687 | +11,305 | +334.3% | 0.73% | $1.5M | $98.54 |
| 2025 Q2 | REDUCED | 3,382 | -6,106 | -64.4% | 0.19% | $340K | $97.28 |
| 2025 Q1 | REDUCED | 9,488 | -4,746 | -33.3% | 0.65% | $955K | $96.20 |
| 2024 Q4 | REDUCED | 14,234 | -205 | -1.4% | 1.01% | $1.4M | $95.15 |
| 2024 Q3 | ADDED | 14,439 | +358 | +2.5% | 1.03% | $1.5M | $93.90 |
| 2024 Q2 | REDUCED | 14,081 | -6,437 | -31.4% | 1.10% | $1.4M | $92.60 |
| 2024 Q1 | REDUCED | 20,518 | -11,613 | -36.1% | 1.66% | $2.1M | $91.28 |
| 2023 Q4 | INITIATED | 32,131 | — | — | 3.18% | $3.2M | — |
As of 2025 Q4 — sorted by position size