TIPZ β€” PIMCO BROAD U S TIPS

Ownership history in WEDBUSH SECURITIES INC  Β·  15 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported PIMCO BROAD U S TIPS (TIPZ) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2023 Q3. The latest visible filing shows TIPZ 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 TIPZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in PIMCO BROAD U S TIPS, 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 Q4

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

High-water mark
Peak Conviction
0.03% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 WEDBUSH SECURITIES INC held TIPZ β€” position size vs. price
% of Fund (quarterly)    TIPZ 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)
2025 Q4 REDUCED 9,706 -1,628 -14.4% 0.01% $508K 2026-02-14 (Est.) $53.66
2025 Q3 ADDED 11,334 +1,147 +11.3% 0.02% $609K 2025-11-06 $53.05
2025 Q2 REDUCED 10,187 -2,922 -22.3% 0.02% $543K 2025-08-06 $52.28
2025 Q1 ADDED 13,109 +1,283 +10.8% 0.03% $707K 2025-05-06 $51.31
2024 Q4 REDUCED 11,826 -1,176 -9.0% 0.02% $613K 2025-02-13 $50.36
2024 Q3 ADDED 13,002 +1,176 +9.9% 0.03% $703K 2024-11-08 $50.25
2024 Q2 REDUCED 11,826 -1,813 -13.3% 0.02% $622K 2024-08-07 $49.98
2024 Q1 ADDED 13,639 +2,693 +24.6% 0.03% $727K 2024-05-15 $48.84
2023 Q4 UNCHANGED 10,946 β€” 0% 0.03% $584K 2024-02-12 $48.26
2023 Q3 REDUCED 10,946 -11,207 -50.6% 0.03% $567K 2023-11-14 $47.23
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WEDBUSH SECURITIES INC and TIPZ

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

How long has WEDBUSH SECURITIES INC reported owning TIPZ?

WEDBUSH SECURITIES INC reported TIPZ across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported TIPZ position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for TIPZ was 0.03% in 2023 Q3.

What is the latest reported TIPZ position on this page?

The most recent filing on this page is 2025 Q4, when WEDBUSH SECURITIES INC reported 9,706 shares, equal to 0.01% of portfolio, with an estimated market value of $508K.

What does the chart on this TIPZ ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly TIPZ 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.

← Back to WEDBUSH SECURITIES INC Holdings