INVICTUS PRIVATE WEALTH, LLC
Position in PIM — Franklin Master Intermediate Income Trust
CIK 1939208
Denver, CO
Position in PIM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$140,103
-$177 QoQ
Shares Held
42,845
+2.0% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INVICTUS PRIVATE WEALTH, LLC holds $2,621,230 across 4 Asset Management names.
All Filings in PIM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,103 | 42,845 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $140,280 | 42,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $264,432 | 76,870 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||