Papamarkou Wellner Asset Management inc. PPT PUTNAM PREMIER INCOME TR

Ownership history in Papamarkou Wellner Asset Management inc.  ·  5 quarters on record

AI Ownership Summary

Papamarkou Wellner Asset Management inc. reported PUTNAM PREMIER INCOME TR (PPT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows PPT at 0.17% 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 Papamarkou Wellner Asset Management inc.'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 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 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 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 Papamarkou Wellner Asset Management inc. 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 77,000 0% 0.17% $273K 2026-05-15 $3.40
2025 Q4 ADDED 77,000 +27,000 +54.0% 0.16% $273K 2026-02-18 $3.49
2025 Q3 UNCHANGED 50,000 0% 0.11% $184K 2025-11-17 $3.41
2025 Q2 UNCHANGED 50,000 0% 0.12% $184K 2025-08-14 $3.40
2025 Q1 INITIATED 50,000 0.12% $178K 2025-05-14 $3.31

FAQ About Papamarkou Wellner Asset Management inc. and PPT

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

How long has Papamarkou Wellner Asset Management inc. reported owning PPT?

Papamarkou Wellner Asset Management inc. reported PPT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported PPT position in Papamarkou Wellner Asset Management inc.'s portfolio?

The largest reported portfolio weight for PPT was 0.17% in 2026 Q1.

What is the latest reported PPT position on this page?

The most recent filing on this page is 2026 Q1, when Papamarkou Wellner Asset Management inc. reported 77,000 shares, equal to 0.17% of portfolio, with an estimated market value of $273K.

What does the chart on this PPT ownership page compare?

The chart compares Papamarkou Wellner Asset Management inc.'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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