Whalen Wealth Management Inc.
Position in PPT — Franklin Premier Income Trust
CIK 1894447
LAS VEGAS, NV
Position in PPT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$141,624
+$43,566 QoQ
Shares Held
40,580
+46.9% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#47
of 100 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Whalen Wealth Management Inc. holds $669,328 across 3 Asset Management names. PPT ranks #2 (21.2% of the industry book) .
All Filings in PPT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,624 | 40,580 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $98,058 | 27,622 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||