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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

PPT holding history

Franklin Premier Income Trust in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PPT overviewAll 13F holders of PPTFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of PPT by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−18,974−100.0%Sold outHolders
Q4 202218,974$68.9K<0.1%+18,974NewHolders