Graves Light Lenhart Wealth, Inc. BGB BLACKSTONE GSO STRATEGIC CR

Ownership history in Graves Light Lenhart Wealth, Inc.  ·  31 quarters on record

AI Ownership Summary

Graves Light Lenhart Wealth, Inc. reported BLACKSTONE GSO STRATEGIC CR (BGB) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q4. The latest visible filing shows BGB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BGB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Graves Light Lenhart Wealth, Inc.'s position in BLACKSTONE GSO STRATEGIC CR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BGB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Graves Light Lenhart Wealth, Inc. held BGB — position size vs. price
% of Fund (quarterly)    BGB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 10,000 0% 0.01% $113K 2026-07-07 $11.32
2026 Q1 UNCHANGED 10,000 0% 0.01% $112K 2026-04-08 $10.93
2025 Q4 UNCHANGED 10,000 0% 0.01% $118K 2026-01-09 $11.52
2025 Q3 UNCHANGED 10,000 0% 0.01% $122K 2025-10-07 $11.28
2025 Q2 UNCHANGED 10,000 0% 0.01% $121K 2025-07-09 $11.27
2025 Q1 UNCHANGED 10,000 0% 0.01% $121K 2025-04-09 $10.53
2024 Q4 UNCHANGED 10,000 0% 0.02% $122K 2025-01-14 $10.85
2024 Q3 UNCHANGED 10,000 0% 0.02% $123K 2024-11-14 $10.64
2024 Q2 UNCHANGED 10,000 0% 0.01% $119K 2024-08-14 $10.20
2024 Q1 UNCHANGED 10,000 0% 0.01% $119K 2024-05-13 $9.89
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BGB

As of 2026 Q2 — sorted by position size

Noble Wealth Management PBC 0.0%

FAQ About Graves Light Lenhart Wealth, Inc. and BGB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Graves Light Lenhart Wealth, Inc. reported owning BGB?

Graves Light Lenhart Wealth, Inc. reported BGB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BGB position in Graves Light Lenhart Wealth, Inc.'s portfolio?

The largest reported portfolio weight for BGB was 0.02% in 2024 Q4.

What is the latest reported BGB position on this page?

The most recent filing on this page is 2026 Q2, when Graves Light Lenhart Wealth, Inc. reported 10,000 shares, equal to 0.01% of portfolio, with an estimated market value of $113K.

What does the chart on this BGB ownership page compare?

The chart compares Graves Light Lenhart Wealth, Inc.'s quarterly BGB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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