PPT β€” PUTNAM PREMIER INCOME TR

Ownership history in Dynamic Advisor Solutions LLC  Β·  13 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported PUTNAM PREMIER INCOME TR (PPT) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows PPT at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in PUTNAM PREMIER INCOME 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

PPT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 Q3 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.

How Dynamic Advisor Solutions LLC held PPT β€” position size vs. price
% of Fund (quarterly)    PPT 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)
2026 Q1 ADDED 33,177 +5,153 +18.4% 0.00% $118K 2026-04-08 $3.51
2025 Q4 REDUCED 28,024 -2,866 -9.3% 0.00% $99K 2026-01-09 $3.57
2025 Q3 REDUCED 30,890 -192 -0.6% 0.00% $114K 2025-10-09 $3.53
2025 Q2 REDUCED 31,082 -838 -2.6% 0.00% $114K 2025-07-09 $3.46
2025 Q1 ADDED 31,920 +2,003 +6.7% 0.00% $115K 2025-04-17 $3.26
2024 Q4 ADDED 29,917 +1,776 +6.3% 0.00% $107K 2025-01-21 $3.20
2024 Q3 ADDED 28,141 +15,550 +123.5% 0.00% $105K 2024-10-07 $3.23
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Dynamic Advisor Solutions LLC and PPT

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

How long has Dynamic Advisor Solutions LLC reported owning PPT?

Dynamic Advisor Solutions LLC reported PPT across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported PPT position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for PPT was 0.00% in 2024 Q4.

What is the latest reported PPT position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Advisor Solutions LLC reported 33,177 shares, equal to 0.00% of portfolio, with an estimated market value of $118K.

What does the chart on this PPT ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly PPT 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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