ELEVATION POINT WEALTH PARTNERS, LLC
Position in PIM — Franklin Master Intermediate Income Trust
CIK 1744349
DENVER, CO
Position in PIM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,941
-$36,638 QoQ
Shares Held
16,700
-39.7% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 59 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $61,589,925 across 45 Asset Management names. PIM ranks #45 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
7,203 | $6,926,116 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
487,564 | $6,343,207 | |
| 3 | AMP |
Ameriprise Financial Inc
|
9,230 | $4,234,354 | |
| 4 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
184,826 | $3,633,679 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
147,236 | $3,490,965 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
320,944 | $3,488,661 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
207,786 | $3,276,785 | |
| 8 | BX |
Blackstone Inc.
|
23,859 | $2,807,488 |
All Filings in PIM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,941 | 16,700 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $90,579 | 27,700 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $92,518 | 27,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $95,288 | 27,700 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||