KERR FINANCIAL PLANNING Corp SDHY β€” PGIM SHORT DURATION HIGH

Ownership history in KERR FINANCIAL PLANNING Corp  Β·  1 quarter on record

AI Ownership Summary

KERR FINANCIAL PLANNING Corp reported PGIM SHORT DURATION HIGH (SDHY) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows SDHY at 0.03% 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 SDHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KERR FINANCIAL PLANNING Corp's position in PGIM SHORT DURATION HIGH, 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 Q3

SDHY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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 2025 Q3

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 KERR FINANCIAL PLANNING Corp held SDHY β€” position size vs. price
% of Fund (quarterly)    SDHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED β€” β€” β€” 1,204 β€” β€” 0.03% $20K 2025-11-25 $15.70

FAQ About KERR FINANCIAL PLANNING Corp and SDHY

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

How long has KERR FINANCIAL PLANNING Corp reported owning SDHY?

KERR FINANCIAL PLANNING Corp reported SDHY across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported SDHY position in KERR FINANCIAL PLANNING Corp's portfolio?

The largest reported portfolio weight for SDHY was 0.03% in 2025 Q3.

What is the latest reported SDHY position on this page?

The most recent filing on this page is 2025 Q3, when KERR FINANCIAL PLANNING Corp reported 1,204 shares, equal to 0.03% of portfolio, with an estimated market value of $20K.

What does the chart on this SDHY ownership page compare?

The chart compares KERR FINANCIAL PLANNING Corp's quarterly SDHY 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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