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New England Private Wealth Advisors LLC → PPT
New England Private Wealth Advisors LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
6
Latest value
$11.4M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.3M |
| Q4 2025 | $6.3M |
| Q4 2025 | $6.3M |
| Q1 2026 | $7.4M |
| Q2 2026 | $11.1M |
| Q3 2026 | $11.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.4M | 216.8K | — | — |
| Q2 2026 | $11.1M | 211.8K | — | — |
| Q1 2026 | $7.4M | 159.7K | — | — |
| Q4 2025 | $6.3M | 137.8K | — | — |
| Q4 2025 | $6.3M | 137.8K | — | — |
| Q3 2025 | $5.3M | 124.4K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M
$435.9M