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Equibles

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in CHW — Calamos Global Dynamic Income Fund

CIK 1352860 BLUE BELL, PA
Back to CHW Full portfolio

Position in CHW

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$1,620,898
+$730,111 QoQ
Shares Held
181,919
+48.3% QoQ
Ownership
0.285%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#18
of 104 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in CHW Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $264,882,274 across 148 Asset Management names. CHW ranks #35 (0.6% 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 CHW

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,620,898 181,919
2026-03-31 $890,787 122,698
2025-12-31 $738,673 99,686
2025-09-30 $588,067 77,993
2025-06-30 $323,423 45,361
2025-03-31 $219,036 34,278
2024-12-31 $86,082 12,753
2024-03-31 $13,020 2,000