BostonPremier Wealth LLC LMBS holdings history
FIRST TRUST LOW DURATION OPP · CUSIP 33739Q200 · CIK 2053783
As of 2026-06-30, BostonPremier Wealth LLC reported 15.70K LMBS (shares), valued at $781.75K, or 0.33% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares decreased 8.40%; reported value decreased 8.46%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.33% | 15,704 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 0.44% | 17,145 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 0.51% | 20,001 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 2.85% | 115,423 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 3.15% | 115,343 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 3.45% | 113,146 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 3.40% | 115,133 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 3.40% | 115,133 | $5.60M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 3.45% | 113,146 | $5.56M | Shares decreased 1.73%; reported value decreased 0.74%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 3.15% | 115,343 | $5.68M | Shares increased 1.94%; reported value increased 2.15%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.85% | 115,423 | $5.75M | Shares increased 0.07%; reported value increased 1.15%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 0.51% | 20,001 | $999.83K | Shares decreased 82.67%; reported value decreased 82.60%, and weight changed -2.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 0.44% | 17,145 | $854.02K | Shares decreased 14.28%; reported value decreased 14.58%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 0.33% | 15,704 | $781.75K | Shares decreased 8.40%; reported value decreased 8.46%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.