Ausdal Financial Partners, Inc. HERD β€” PACER FDS TR

Ownership history in Ausdal Financial Partners, Inc.  Β·  3 quarters on record

AI Ownership Summary

Ausdal Financial Partners, Inc. reported PACER FDS TR (HERD) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows HERD 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.

What this HERD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ausdal Financial Partners, Inc.'s position in PACER FDS TR, 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

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

High-water mark
Peak Conviction
0.01% 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
2025 Q3 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 Ausdal Financial Partners, Inc. held HERD β€” position size vs. price
% of Fund (quarterly)    HERD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 5,430 +3 +0.1% 0.01% $248K 2026-05-12 $47.53
2025 Q4 ADDED β€” β€” β€” 5,427 +202 +3.9% 0.01% $236K 2026-02-13 $46.75
2025 Q3 INITIATED β€” β€” β€” 5,225 β€” β€” 0.01% $221K 2025-11-14 $42.21

FAQ About Ausdal Financial Partners, Inc. and HERD

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

How long has Ausdal Financial Partners, Inc. reported owning HERD?

Ausdal Financial Partners, Inc. reported HERD across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported HERD position in Ausdal Financial Partners, Inc.'s portfolio?

The largest reported portfolio weight for HERD was 0.01% in 2026 Q1.

What is the latest reported HERD position on this page?

The most recent filing on this page is 2026 Q1, when Ausdal Financial Partners, Inc. reported 5,430 shares, equal to 0.01% of portfolio, with an estimated market value of $248K.

What does the chart on this HERD ownership page compare?

The chart compares Ausdal Financial Partners, Inc.'s quarterly HERD 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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