B. Riley Wealth Advisors, Inc. PDI — PIMCO Dynamic Income

Ownership history in B. Riley Wealth Advisors, Inc.  ·  33 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported PIMCO Dynamic Income (PDI) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.15% in 2025 Q2. The latest visible filing shows PDI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PDI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in PIMCO Dynamic Income, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PDI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PDI stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held PDI — position size vs. price
% of Fund (quarterly)    PDI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 90.3% -7.7% ✅ 16,187 -150,008 -90.3% 0.01% $321K 2025-10-31 $17.06
2025 Q2 ADDED — — — 166,195 +44,136 +36.2% 0.15% $3.2M 2025-08-19 $17.45
2024 Q4 REDUCED 11.6% +11.7% ❌ 122,059 -16,064 -11.6% 0.07% $2.3M 2025-02-25 $16.73
2024 Q3 REDUCED 12.2% -6.5% ✅ 138,123 -19,277 -12.2% 0.08% $2.8M 2024-12-13 $15.70
2024 Q2 ADDED — — — 157,400 +24,917 +18.8% 0.08% $3.0M 2024-08-19 $14.91
2024 Q1 ADDED — — — 132,483 +4,649 +3.6% 0.06% $2.3M 2024-05-16 $14.63
2023 Q4 REDUCED — — — 127,834 -4,649 -3.5% 0.06% $2.3M 2024-03-15 $14.21
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PDI

As of 2026 Q1 — sorted by position size

Estate Planners Group, LLC 9.93% Noble Wealth Management PBC 4.97% Wealth Care LLC 3.43% RETIREMENT PLANNING GROUP, LLC / NY 1.99% LifeWealth Investments, LLC 1.89% Elm3 Financial Group, LLC 1.86% QUARRY HILL ADVISORS, LLC 3Y 1.38% Wagner Wealth Management, LLC 3Y 7Y 1.28% Significant Wealth Partners LLC 1.27% PFG Investments, LLC 1.22%

FAQ About B. Riley Wealth Advisors, Inc. and PDI

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning PDI?

B. Riley Wealth Advisors, Inc. reported PDI across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PDI position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PDI was 0.15% in 2025 Q2.

What is the latest reported PDI position on this page?

The most recent filing on this page is 2025 Q3, when B. Riley Wealth Advisors, Inc. reported 16,187 shares, equal to 0.01% of portfolio, with an estimated market value of $321K.

What does the chart on this PDI ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly PDI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their PDI position?

Based on 13F filing dates vs. subsequent PDI price moves, B. Riley Wealth Advisors, Inc. correctly timed 19 out of 32 reported position changes (59%).

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