PPT β€” PUTNAM PREMIER INCOME TR SH BEN INT

Ownership history in HIGHLINE WEALTH PARTNERS LLC  Β·  3 quarters on record

AI Ownership Summary

HIGHLINE WEALTH PARTNERS LLC reported PUTNAM PREMIER INCOME TR SH BEN INT (PPT) in 3 quarterly 13F filings from 2025 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.

What this PPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HIGHLINE WEALTH PARTNERS 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 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 HIGHLINE WEALTH PARTNERS LLC held PPT β€” position size vs. price
% of Fund (quarterly)    PPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 550 β€” 0% 0.00% $2K 2026-04-06 $3.54
2025 Q4 UNCHANGED 550 β€” 0% 0.00% $2K 2026-01-15 $3.52
2025 Q3 INITIATED 550 β€” β€” 0.00% $2K 2025-10-14 $3.52

FAQ About HIGHLINE WEALTH PARTNERS 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 HIGHLINE WEALTH PARTNERS LLC reported owning PPT?

HIGHLINE WEALTH PARTNERS LLC reported PPT across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PPT position in HIGHLINE WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for PPT was 0.00% in 2025 Q4.

What is the latest reported PPT position on this page?

The most recent filing on this page is 2026 Q1, when HIGHLINE WEALTH PARTNERS LLC reported 550 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this PPT ownership page compare?

The chart compares HIGHLINE WEALTH PARTNERS 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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