LEVEL FOUR ADVISORY SERVICES, LLC
Position in PPT — Putnam Premier Income Trust
CIK 1696715
DALLAS, TX
Position in PPT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$170,790
+$555 QoQ
Shares Held
48,110
+0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $44,300,901 across 42 Asset Management names. PPT ranks #29 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
161,709 | $7,716,753 | |
| 2 | TROW |
Price T Rowe Group Inc
|
82,117 | $7,402,026 | |
| 3 | BLK |
BlackRock, Inc.
|
7,593 | $7,302,264 | |
| 4 | AMP |
Ameriprise Financial Inc
|
13,924 | $6,187,825 | |
| 5 | KKR |
KKR & Co. Inc.
|
22,911 | $2,119,267 | |
| 6 | BX |
Blackstone Inc.
|
18,230 | $2,096,267 | |
| 7 | WT |
WisdomTree, Inc.
|
135,457 | $1,972,253 | |
| 8 | APO |
Apollo Global Management, Inc.
|
6,791 | $756,653 |
All Filings in PPT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $170,790 | 48,110 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $170,235 | 48,089 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $177,448 | 48,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $176,482 | 48,088 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $258,551 | 71,621 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $254,127 | 71,384 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $178,443 | 47,840 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $42,092 | 11,958 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $42,690 | 11,958 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $279,949 | 83,567 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $294,155 | 83,567 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $297,498 | 83,567 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $267,592 | 73,717 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $261,067 | 72,924 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $277,111 | 72,924 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $290,966 | 72,924 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $311,385 | 72,924 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||