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IVC Wealth Advisors LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
4
Latest value
$16.8M
Q3 2026
Peak value
$16.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $14.2M |
| Q1 2026 | $14.9M |
| Q2 2026 | $16.2M |
| Q3 2026 | $16.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.8M | 318.8K | — | — |
| Q2 2026 | $16.2M | 318.7K | — | — |
| Q1 2026 | $14.9M | 321.0K | — | — |
| Q4 2025 | $14.2M | 311.8K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M