ORG Wealth Partners’s NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT NSLP.PRA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$0 Hold
500
– – ﹤0.01% 724
2026
Q1
$0 Hold
500
– – ﹤0.01% 694
2025
Q4
$0 Hold
500
– – ﹤0.01% 665
2025
Q3
$0 Hold
500
– – ﹤0.01% 725
2025
Q2
$0 Buy
+500
New – ﹤0.01% 694
2025
Q1
– Sell
-500
Closed – – 823
2024
Q4
$0 Hold
500
– – ﹤0.01% 550
2024
Q3
$0 Buy
+500
New – ﹤0.01% 469

ORG Wealth Partners's NSLP.PRA Position: Q2 2026 in Review

ORG Wealth Partners held its NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT (NSLP.PRA) position steady in Q2 2026 at 500 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #724.

ORG Wealth Partners first reported a position in NSLP.PRA in Q3 2024 and has held it in 7 quarters since. 1 fund tracked by Wall St. Rank holds NSLP.PRA as of Q2 2026.

  • ORG Wealth Partners held 500 shares of NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT worth $0 as of Q2 2026.
  • ORG Wealth Partners left its NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT share count unchanged in Q2 2026.
  • NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #724 holding.
  • ORG Wealth Partners first reported a position in NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT in Q3 2024 and has held it in 7 quarters since.
  • 1 fund tracked by Wall St. Rank held NEW SOURCE ENG PARTNERS LP 11%SR A CUMULATIVE CONV PFD UIT as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.