Whalen Wealth Management Inc.
Position in PPT — Putnam Premier Income Trust
CIK 1894447
LAS VEGAS, NV
Position in PPT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$98,058
New position
Shares Held
27,622
first reported quarter
Ownership
0.029%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Whalen Wealth Management Inc. holds $98,058 across 1 Asset Management name. PPT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPT |
Putnam Premier Income Trust
This page
|
27,622 | $98,058 |
All Filings in PPT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,058 | 27,622 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||