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Equibles

Graves Light Lenhart Wealth, Inc.

Position in PIM — Franklin Master Intermediate Income Trust

CIK 1759803 HARRISONBURG, VA
Back to PIM Full portfolio

Position in PIM

as of Sep 30, 2026 · filed Oct 9, 2026
Position Value
$43,186
-$3,003 QoQ
Shares Held
14,300
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 6 holders
Holding Since
Mar 2020
27 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 Sep 30, 2026

Graves Light Lenhart Wealth, Inc. holds $2,214,886 across 11 Asset Management names. PIM ranks #11 (1.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TROW
Price T Rowe Group Inc
 3,769 $392,164
2 NTRS
Northern Trust Corp
 2,000 $338,720
3 CHY
Calamos Convertible & High Income Fund
 23,828 $279,025
4 STT
State Street Corp
 5,430 $229,411
5 GAB
Gabelli Equity Trust Inc
 41,224 $216,013
6 AMP
Ameriprise Financial Inc
 407 $200,386
7 RVT
Royce Small-Cap Trust, Inc.
 10,253 $175,633
8 KIO
KKR Income Opportunities Fund
 13,728 $141,398

All Filings in PIM

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $43,186 14,300
2026-06-30 $46,189 14,300
2026-03-31 $46,761 14,300
2025-12-31 $47,762 14,300
2025-09-30 $49,192 14,300
2025-06-30 $47,905 14,300
2025-03-31 $47,476 14,300
2024-12-31 $46,618 14,300
2024-09-30 $48,477 14,300
2024-06-30 $46,189 14,300
2024-03-31 $45,760 14,300
2023-12-31 $45,617 14,300
2023-09-30 $43,186 14,300
2023-06-30 $45,188 14,300
2023-03-31 $45,474 14,300
2022-12-31 $45,760 14,300
2022-09-30 $46,475 14,300
2022-06-30 $48,763 14,300
2022-03-31 $51,194 14,300
2021-12-31 $56,485 14,300
2021-09-30 $58,201 14,300
2021-06-30 $59,917 14,300
2021-03-31 $61,776 14,300
2020-12-31 $60,489 14,300
2020-09-30 $58,773 14,300
2020-06-30 $58,344 14,300
2020-03-31 $58,344 14,300