FOUNDERS FINANCIAL SECURITIES LLC PKO β€” PIMCO INCOME OPPORTUNITY FD

Ownership history in FOUNDERS FINANCIAL SECURITIES LLC  Β·  16 quarters on record

AI Ownership Summary

FOUNDERS FINANCIAL SECURITIES LLC reported PIMCO INCOME OPPORTUNITY FD (PKO) in 16 quarterly 13F filings .

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 PKO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOUNDERS FINANCIAL SECURITIES LLC's position in PIMCO INCOME OPPORTUNITY FD, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
16 quarters

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 FOUNDERS FINANCIAL SECURITIES LLC held PKO β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FOUNDERS FINANCIAL SECURITIES LLC and PKO

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

How long has FOUNDERS FINANCIAL SECURITIES LLC reported owning PKO?

FOUNDERS FINANCIAL SECURITIES LLC reported PKO across 0 quarterly 13F filings.

What was the largest reported PKO position in FOUNDERS FINANCIAL SECURITIES LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for PKO in FOUNDERS FINANCIAL SECURITIES LLC.

What is the latest reported PKO position on this page?

The most recent filing on this page is 2021 Q3, when FOUNDERS FINANCIAL SECURITIES LLC reported 22,200 shares, equal to 0.11% of portfolio, with an estimated market value of $544K.

What does the chart on this PKO ownership page compare?

The chart compares FOUNDERS FINANCIAL SECURITIES LLC's quarterly PKO 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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