PALC β€” PACER FDS TR

Ownership history in LANDMARK WEALTH MANAGEMENT, INC.  Β·  7 quarters on record

AI Ownership Summary

LANDMARK WEALTH MANAGEMENT, INC. reported PACER FDS TR (PALC) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.49% in 2024 Q2. The latest visible filing shows PALC at 0.29% 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 PALC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LANDMARK WEALTH MANAGEMENT, 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
2025 Q4

PALC was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 LANDMARK WEALTH MANAGEMENT, INC. held PALC β€” position size vs. price
% of Fund (quarterly)    PALC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 14,686 β€” 0% 0.29% $767K 2026-02-14 (Est.) $55.17
2025 Q3 REDUCED 14,686 -1 -0.0% 0.30% $760K 2025-10-23 $51.38
2025 Q2 REDUCED 14,687 -2,949 -16.7% 0.31% $726K 2025-08-05 $49.33
2025 Q1 UNCHANGED 17,636 β€” 0% 0.40% $846K 2025-05-06 $46.08
2024 Q4 UNCHANGED 17,636 β€” 0% 0.42% $868K 2025-01-28 $50.18
2024 Q3 REDUCED 17,636 -566 -3.1% 0.44% $874K 2024-11-01 $48.56
2024 Q2 INITIATED 18,202 β€” β€” 0.49% $885K 2024-08-13 $46.10

FAQ About LANDMARK WEALTH MANAGEMENT, INC. and PALC

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

How long has LANDMARK WEALTH MANAGEMENT, INC. reported owning PALC?

LANDMARK WEALTH MANAGEMENT, INC. reported PALC across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PALC position in LANDMARK WEALTH MANAGEMENT, INC.'s portfolio?

The largest reported portfolio weight for PALC was 0.49% in 2024 Q2.

What is the latest reported PALC position on this page?

The most recent filing on this page is 2025 Q4, when LANDMARK WEALTH MANAGEMENT, INC. reported 14,686 shares, equal to 0.29% of portfolio, with an estimated market value of $767K.

What does the chart on this PALC ownership page compare?

The chart compares LANDMARK WEALTH MANAGEMENT, INC.'s quarterly PALC 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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