PDO β€” PIMCO DYNAMIC INCOME OPRNTS

Ownership history in Crumly & Associates Inc.  Β·  21 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported PIMCO DYNAMIC INCOME OPRNTS (PDO) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows PDO at 0.07% 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 PDO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crumly & Associates Inc.'s position in PIMCO DYNAMIC INCOME OPRNTS, 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
2026 Q1

PDO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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 2026 Q1

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.

How Crumly & Associates Inc. held PDO β€” position size vs. price
% of Fund (quarterly)    PDO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 25,000 +10,000 +66.7% 0.07% $323K 2026-05-15 (Est.) $13.23
2025 Q4 ADDED 15,000 +2,500 +20.0% 0.04% $208K 2026-01-14 $13.71
2025 Q3 UNCHANGED 12,500 β€” 0% 0.04% $176K 2025-11-03 $13.29
2025 Q2 UNCHANGED 12,500 β€” 0% 0.04% $168K 2025-07-02 $12.38
2025 Q1 UNCHANGED 12,500 β€” 0% 0.05% $174K 2025-04-22 $11.85
2024 Q4 UNCHANGED 12,500 β€” 0% 0.05% $170K 2025-02-03 $12.14
2024 Q3 UNCHANGED 12,500 β€” 0% 0.05% $176K 2024-11-01 $11.56
2024 Q2 UNCHANGED 12,500 β€” 0% 0.05% $166K 2024-08-02 $11.17
2024 Q1 UNCHANGED 12,500 β€” 0% 0.04% $165K 2024-05-01 $10.60
2023 Q4 UNCHANGED 12,500 β€” 0% 0.05% $162K 2024-01-29 $10.18
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding PDO

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.06% Aspect Partners, LLC 0.01%

FAQ About Crumly & Associates Inc. and PDO

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

How long has Crumly & Associates Inc. reported owning PDO?

Crumly & Associates Inc. reported PDO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PDO position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for PDO was 0.07% in 2026 Q1.

What is the latest reported PDO position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 25,000 shares, equal to 0.07% of portfolio, with an estimated market value of $323K.

What does the chart on this PDO ownership page compare?

The chart compares Crumly & Associates Inc.'s quarterly PDO 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.

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