Position in BDJ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$655,573
+$98,187 QoQ
Shares Held
68,503
+5.9% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#12
of 49 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stolper Co holds $23,022,276 across 26 Asset Management names. BDJ ranks #18 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
107,587 | $2,748,847 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
65,324 | $2,248,452 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
43,288 | $1,272,667 | |
| 4 | JQC |
Nuveen Credit Strategies Income Fund
|
260,346 | $1,265,281 | |
| 5 | AOD |
abrdn Total Dynamic Dividend Fund
|
104,186 | $1,074,157 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
56,794 | $1,048,985 | |
| 7 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
68,556 | $1,042,051 | |
| 8 | BST |
BlackRock Science & Technology Trust
|
19,378 | $982,658 |
All Filings in BDJ
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,573 | 68,503 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $557,386 | 64,662 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $613,318 | 64,696 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $580,616 | 63,734 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $566,035 | 63,671 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $532,297 | 61,895 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $506,744 | 61,201 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $537,139 | 62,097 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $508,664 | 62,260 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $502,111 | 60,862 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $451,249 | 58,680 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $445,702 | 58,568 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||