HERD — PACER FDS TR

Ownership history in Advisory Services Network, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in PACER FDS TR (HERD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 800 -5,225 -86.7% 0.00% $34K $41.25
2024 Q3 UNCHANGED 6,025 — 0% 0.00% $224K $38.39
2024 Q2 UNCHANGED 6,025 — 0% 0.00% $224K $35.49
2024 Q1 REDUCED 6,025 -200 -3.2% 0.01% $237K $37.06
2023 Q4 INITIATED 6,225 — — 0.01% $235K —
% of Fund (quarterly)    HERD price (monthly, adj. close)

Other funds also holding HERD

As of 2025 Q4 — sorted by position size

Advisory Resource Group 3Y 7Y 1.09% Centric Wealth Management 3Y 7Y 0.62% Clear Creek Financial Management, LLC 3Y 0.26% BNB Wealth Management, LLC 0.21% McCartney Wealth Management LLC 0.19% WORLD EQUITY GROUP, INC. 0.13% Convergence Financial, LLC 0.04% Obermeyer Wealth Partners 3Y 7Y 0.03% COZAD ASSET MANAGEMENT INC 3Y 7Y 0.03% Rockefeller Capital Management L.P. 3Y 7Y 0.02%
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