Filer Snapshot

Daniel J. Ivascyn

CIK 0001201895. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

19

Latest filing

17 Mar 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for PIMCO FLEXIBLE REAL ESTATE INCOME FUND. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

PIMCO FLEXIBLE REAL ESTATE INCOME FUND

13 Mar 2026 · 7.5% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 17 Mar 2026 for CIK 0001201895.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$58.2M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$58.2M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

PDX PDI PAXS

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

PIMCO Flexible Real Estate Income Fund PIMCO FLEXIBLE REAL ESTATE INCOME FUND
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O Pimco, 650 Newport Center Drive, Newport Beach, CA, 92660

Filer intelligence

What SEC filings say about Daniel J. Ivascyn

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 1 recent 13D/G stake row found; top row is PIMCO FLEXIBLE REAL ESTATE INCOME FUND at 7.5% ownership.
  • Forms 3/4/5 show insider context for PDX worth $45.36M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

PIMCO FLEXIBLE REAL ESTATE INCOME FUND

13 Mar 2026 · Institutional Class Common Shares

7.5%
Issuer page 13D/G history

Forms 3/4/5 insider context

PDX

27 Apr 2026

$45.36M
Issuer page Owner page

PDI

10 Dec 2021

$9.4M
Issuer page Owner page

PAXS

31 Jan 2022

$3.44M
Issuer page Owner page

REFLX

05 Feb 2025 · 10% owner

Issuer page Owner page

Latest update

What changed recently for Daniel J. Ivascyn

Ownership report updated

Latest ownership report period: 27 Apr 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

29 Apr 2026

Page type

Ownership filings

Latest period

27 Apr 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 29 Apr 2026.

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SEC filing record

CIK 0001201895 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
19
First seen
24 Jun 2021
Latest filing
17 Mar 2026
Entity
Individual

Observed form types

3 4 SCHEDULE 13D/A

CIK-linked evidence first

Daniel J. Ivascyn SEC filings Daniel J. Ivascyn 13D/G history Daniel J. Ivascyn owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 19 SEC filings for Daniel J. Ivascyn.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
17 Mar 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
16 Jan 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
17 Oct 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
06 Aug 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
09 Jun 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
20 Mar 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
07 Feb 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
27 Jan 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
23 Jan 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
24 Jan 2023
Reporting date
20 Jan 2023
SEC evidence
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3

3 filing

Filing date
14 Nov 2022
Reporting date
14 Nov 2022
SEC evidence
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3

3 filing

Filing date
15 Jun 2022
Reporting date
15 Jun 2022
SEC evidence
Open document Open filing
Next action
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