PTLC PACER FDS TR

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in PACER FDS TR (PTLC). 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
1.44% (2022 Q3)
Avg. % of fund
0.73%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 364,187 -30,340 -7.7% 0.66% $20.2M $55.58
2025 Q3 ADDED 394,527 +2,013 +0.5% 0.74% $21.6M $54.19
2025 Q2 ADDED 392,514 +2,268 +0.6% 0.73% $19.9M $50.23
2025 Q1 ADDED 390,246 +3,998 +1.0% 0.83% $20.1M $50.91
2024 Q4 REDUCED 386,248 -5,935 -1.5% 0.84% $20.6M $52.88
2024 Q3 ADDED 392,183 +39,135 +11.1% 0.86% $20.4M $51.66
2024 Q2 REDUCED 353,048 -8,957 -2.5% 0.79% $17.6M $48.92
2024 Q1 ADDED 362,005 +13,105 +3.8% 0.86% $15.7M $46.92
2023 Q4 REDUCED 348,900 -15,668 -4.3% 0.85% $15.1M $42.54
2023 Q3 REDUCED 364,568 -30,405 -7.7% 0.94% $14.6M $38.83
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PTLC price (monthly, adj. close)
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