BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in BSTZ — BlackRock Science & Technology Term Trust
CIK 1352860
BLUE BELL, PA
Position in BSTZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,714,829
+$2,036,778 QoQ
Shares Held
190,304
+14.6% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#18
of 152 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BSTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $264,882,274 across 148 Asset Management names. BSTZ ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAM |
General American Investors Co Inc
|
825,486 | $52,624,732 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
846,398 | $21,625,468 | |
| 3 | CET |
Central Securities Corp
|
385,055 | $20,196,134 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
429,902 | $14,797,226 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
674,729 | $12,462,244 | |
| 6 | RMT |
Royce Micro-Cap Trust, Inc.
|
659,921 | $9,661,243 | |
| 7 | ASA |
ASA Gold & Precious Metals Ltd
|
144,568 | $7,523,318 | |
| 8 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
433,728 | $7,173,861 |
All Filings in BSTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,714,829 | 190,304 | Shares | Sole | 2026-08-06 | |
| 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. | ||||||