FLRT β€” PACER FDS TR

Ownership history in Stewardship Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Stewardship Advisors, LLC reported PACER FDS TR (FLRT) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.94% in 2024 Q2. The latest visible filing shows FLRT at 1.18% 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 FLRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stewardship Advisors, LLC'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

FLRT was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% 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 Q1 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 Stewardship Advisors, LLC held FLRT β€” position size vs. price
% of Fund (quarterly)    FLRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 108,196 +22,194 +25.8% 1.18% $5.1M 2026-02-14 (Est.) $46.47
2025 Q3 ADDED 86,002 +1,316 +1.6% 0.96% $4.1M 2025-10-29 $45.86
2025 Q2 ADDED 84,686 +514 +0.6% 1.02% $4.0M 2025-07-10 $45.07
2025 Q1 ADDED 84,172 +3,355 +4.2% 1.07% $4.0M 2025-04-17 $43.44
2024 Q4 ADDED 80,817 +911 +1.1% 1.07% $3.8M 2025-01-21 $43.94
2024 Q3 REDUCED 79,906 -43,390 -35.2% 1.07% $3.8M 2024-10-21 $43.05
2024 Q2 ADDED 123,296 +9,811 +8.6% 1.94% $5.9M 2024-07-10 $42.10
2024 Q1 INITIATED 113,485 β€” β€” 1.85% $5.4M 2024-04-17 $41.29

FAQ About Stewardship Advisors, LLC and FLRT

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

How long has Stewardship Advisors, LLC reported owning FLRT?

Stewardship Advisors, LLC reported FLRT across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported FLRT position in Stewardship Advisors, LLC's portfolio?

The largest reported portfolio weight for FLRT was 1.94% in 2024 Q2.

What is the latest reported FLRT position on this page?

The most recent filing on this page is 2025 Q4, when Stewardship Advisors, LLC reported 108,196 shares, equal to 1.18% of portfolio, with an estimated market value of $5.1M.

What does the chart on this FLRT ownership page compare?

The chart compares Stewardship Advisors, LLC's quarterly FLRT 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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