Future Financial Wealth Managment LLC PPT — PUTNAM PREMIER INCOME TR SH BEN INT

Ownership history in Future Financial Wealth Managment LLC  ·  20 quarters on record

AI Ownership Summary

Future Financial Wealth Managment LLC reported PUTNAM PREMIER INCOME TR SH BEN INT (PPT) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.53% in 2023 Q4. The latest visible filing shows PPT at 0.01% 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 Future Financial Wealth Managment LLC's position in PUTNAM PREMIER INCOME TR SH BEN INT, 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 Q3

PPT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

PPT stock page Future Financial Wealth Managment LLC fund profile Future Financial Wealth Managment LLC full holdings
How Future Financial Wealth Managment LLC held PPT — position size vs. price
% of Fund (quarterly)    PPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 5,000 — 0% 0.01% $18K 2025-10-15 $3.51
2025 Q2 REDUCED 96.2% +2.4% ❌ 5,000 -127,846 -96.2% 0.01% $18K 2025-07-21 $3.38
2025 Q1 ADDED — — — 132,846 +8,564 +6.9% 0.35% $480K 2025-04-09 $3.20
2024 Q4 REDUCED 7.0% +3.8% ❌ 124,282 -9,348 -7.0% 0.32% $442K 2025-01-13 $3.15
2024 Q3 ADDED — — — 133,630 +7,382 +5.8% 0.36% $498K 2024-10-08 $3.21
2024 Q2 ADDED — — — 126,248 +1,638 +1.3% 0.40% $452K 2024-07-16 $3.10
2024 Q1 REDUCED 16.8% +4.1% ❌ 124,610 -25,105 -16.8% 0.34% $439K 2024-04-15 $2.86
2023 Q4 REDUCED — — — 149,715 -404 -0.3% 0.53% $534K 2024-01-18 $3.00
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PPT

As of 2026 Q1 — sorted by position size

Quad-Cities Investment Group, LLC 3Y 7Y 0.35% GILPIN WEALTH MANAGEMENT, LLC 0.27% Mezzasalma Advisors, LLC 3Y 0.07% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.06% Whalen Wealth Management Inc. 0.05% Mirador Capital Partners LP 3Y 7Y 0.05% Register Financial Advisors LLC 3Y 0.03% Fortitude Advisory Group L.L.C. 3Y 0.03% LAZARI CAPITAL MANAGEMENT, INC. 0.03% Clear Creek Financial Management, LLC 3Y 0.01%

FAQ About Future Financial Wealth Managment 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 Future Financial Wealth Managment LLC reported owning PPT?

Future Financial Wealth Managment LLC reported PPT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PPT position in Future Financial Wealth Managment LLC's portfolio?

The largest reported portfolio weight for PPT was 0.53% in 2023 Q4.

What is the latest reported PPT position on this page?

The most recent filing on this page is 2025 Q3, when Future Financial Wealth Managment LLC reported 5,000 shares, equal to 0.01% of portfolio, with an estimated market value of $18K.

What does the chart on this PPT ownership page compare?

The chart compares Future Financial Wealth Managment 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.

How well did Future Financial Wealth Managment LLC time their PPT position?

Based on 13F filing dates vs. subsequent PPT price moves, Future Financial Wealth Managment LLC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on PPT relative to SPY over the holding period was -9.5%.

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