Haven Private, LLC INDS — PACER FDS TR

Ownership history in Haven Private, LLC  ·  6 quarters on record

AI Ownership Summary

Haven Private, LLC reported PACER FDS TR (INDS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.22% in 2024 Q4. The latest visible filing shows INDS at 0.52% 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 INDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Haven Private, 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
2026 Q1

INDS was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

INDS stock page Haven Private, LLC fund profile Haven Private, LLC full holdings
How Haven Private, LLC held INDS — position size vs. price
% of Fund (quarterly)    INDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 32,226 +7,473 +30.2% 0.52% $1.2M 2026-05-05 $39.36
2025 Q4 ADDED — — — 24,753 +1,364 +5.8% 0.40% $908K 2026-02-12 $39.46
2025 Q3 ADDED — — — 23,389 +2,111 +9.9% 0.38% $870K 2025-11-06 $36.55
2025 Q2 REDUCED 60.8% +1.3% ❌ 21,278 -33,019 -60.8% 0.35% $787K 2025-08-04 $34.58
2025 Q1 REDUCED 12.4% +0.2% ❌ 54,297 -7,706 -12.4% 1.14% $2.0M 2025-05-09 $35.26
2024 Q4 INITIATED — — — 62,003 — — 1.22% $2.2M 2025-02-07 $35.43

🏢 Other funds also holding INDS

As of 2026 Q1 — sorted by position size

CASTLE WEALTH MANAGEMENT LLC 3Y 0.99% INVENIO WEALTH PARTNERS LLC 0.53% Sound Financial Strategies Group, LLC 3Y 0.34% Next Level Wealth Planning, LLC 0.24% BARD ASSOCIATES INC 3Y 7Y 0.2% Sterling Group Wealth Management, LLC 3Y 0.18% Bright Futures Wealth Management, LLC. 0.18% Cornerstone Management, Inc. 0.16% Main Line Retirement Advisors, LLC 0.14% Stelac Advisory Services LLC 3Y 7Y 0.13%

FAQ About Haven Private, LLC and INDS

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

How long has Haven Private, LLC reported owning INDS?

Haven Private, LLC reported INDS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported INDS position in Haven Private, LLC's portfolio?

The largest reported portfolio weight for INDS was 1.22% in 2024 Q4.

What is the latest reported INDS position on this page?

The most recent filing on this page is 2026 Q1, when Haven Private, LLC reported 32,226 shares, equal to 0.52% of portfolio, with an estimated market value of $1.2M.

What does the chart on this INDS ownership page compare?

The chart compares Haven Private, LLC's quarterly INDS 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.

How well did Haven Private, LLC time their INDS position?

Based on 13F filing dates vs. subsequent INDS price moves, Haven Private, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on INDS relative to SPY over the holding period was -7.4%.

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