PALC β€” PACER FUNDS TRUST

Ownership history in L.M. KOHN & COMPANY  Β·  5 quarters on record

AI Ownership Summary

L.M. KOHN & COMPANY reported PACER FUNDS TRUST (PALC) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 0.1% in 2025 Q2. The latest visible filing shows PALC at 0.10% 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 L.M. KOHN & COMPANY's position in PACER FUNDS TRUST, 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 Q2

PALC was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 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 Q2

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 L.M. KOHN & COMPANY held PALC β€” position size vs. price
% of Fund (quarterly)    PALC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 7,775 β€” 0% 0.10% $384K 2025-08-04 $49.60
2025 Q1 UNCHANGED 7,775 β€” 0% 0.10% $373K 2025-04-21 $44.56
2024 Q4 ADDED 7,775 +475 +6.5% 0.10% $383K 2025-01-30 $50.31
2024 Q3 ADDED 7,300 +1,100 +17.7% 0.09% $362K 2024-11-14 $50.49
2024 Q2 INITIATED 6,200 β€” β€” 0.08% $302K 2024-07-31 $47.57

FAQ About L.M. KOHN & COMPANY and PALC

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

How long has L.M. KOHN & COMPANY reported owning PALC?

L.M. KOHN & COMPANY reported PALC across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported PALC position in L.M. KOHN & COMPANY's portfolio?

The largest reported portfolio weight for PALC was 0.10% in 2025 Q2.

What is the latest reported PALC position on this page?

The most recent filing on this page is 2025 Q2, when L.M. KOHN & COMPANY reported 7,775 shares, equal to 0.10% of portfolio, with an estimated market value of $384K.

What does the chart on this PALC ownership page compare?

The chart compares L.M. KOHN & COMPANY'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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