PPT β€” PUTNAM PREMIER INCOME TR

Ownership history in MATHER GROUP, LLC.  Β·  2 quarters on record

AI Ownership Summary

MATHER GROUP, LLC. reported PUTNAM PREMIER INCOME TR (PPT) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. 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 MATHER GROUP, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

How MATHER GROUP, LLC. held PPT β€” position size vs. price
% of Fund (quarterly)    PPT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 37 β€” 0% 0.00% $137 2025-10-21 $3.51
2025 Q1 INITIATED 37 β€” β€” 0.00% $134 2025-04-25 $3.32

FAQ About MATHER GROUP, 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 MATHER GROUP, LLC. reported owning PPT?

MATHER GROUP, LLC. reported PPT across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported PPT position in MATHER GROUP, LLC.'s portfolio?

The largest reported portfolio weight for PPT was 0.00% in 2025 Q1.

What is the latest reported PPT position on this page?

The most recent filing on this page is 2025 Q3, when MATHER GROUP, LLC. reported 37 shares, equal to 0.00% of portfolio, with an estimated market value of $137.

What does the chart on this PPT ownership page compare?

The chart compares MATHER GROUP, 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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