Position in BOE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$808,458
+$30,770 QoQ
Shares Held
66,870
-5.8% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#30
of 115 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOE 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. BOE ranks #14 (3.5% 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 BOE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,458 | 66,870 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $777,688 | 70,957 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $747,156 | 63,805 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $729,442 | 63,046 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $715,163 | 63,010 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $661,307 | 60,950 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $650,594 | 60,408 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $691,566 | 61,418 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $649,469 | 61,213 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $638,070 | 61,001 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $563,069 | 56,761 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $524,807 | 55,653 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $567,202 | 56,326 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $573,556 | 57,760 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $598,494 | 62,604 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $570,165 | 64,718 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $614,620 | 62,909 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $710,143 | 62,789 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $718,352 | 58,978 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $656,322 | 56,048 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $671,889 | 53,537 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $613,462 | 53,391 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $590,831 | 54,155 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $517,268 | 54,051 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $492,731 | 52,307 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $433,152 | 52,250 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||