BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1352860
BLUE BELL, PA
Position in BSTZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,678,051
+$333,739 QoQ
Shares Held
166,052
+12.3% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.24425628270832.ToString("F0")%
Shared 0.ToString("F0")%
None 8.755743717291676.ToString("F0")%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $223,168,797 across 144 Asset Management names. BSTZ ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAM |
General American Investors Co Inc
|
817,542 | $47,801,680 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
894,195 | $19,573,928 | |
| 3 | CET |
Central Securities Corp
|
349,922 | $17,377,126 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
430,043 | $13,585,058 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
653,774 | $10,852,648 | |
| 6 | ASA |
ASA Gold & Precious Metals Ltd
|
144,765 | $8,979,772 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
631,683 | $7,144,334 | |
| 8 | STEW |
SRH Total Return Fund, Inc.
|
350,678 | $5,996,593 |
All Filings in BSTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,678,051 | 166,052 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,344,312 | 147,913 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,835,039 | 127,935 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,590,720 | 124,854 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,583,972 | 145,658 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,279,677 | 158,362 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,172,857 | 165,253 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,164,634 | 158,947 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,503,899 | 129,067 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,195,366 | 71,536 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $487,327 | 29,535 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $145,513 | 8,035 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $136,885 | 7,324 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $162,358 | 10,381 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $180,686 | 10,243 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $212,414 | 10,843 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $262,597 | 8,941 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $391,931 | 10,065 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $514,309 | 13,331 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $581,479 | 13,941 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $580,462 | 16,264 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $457,187 | 12,567 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $274,455 | 10,700 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $145,088 | 6,400 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $45,063 | 2,700 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||