BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in DSM — Bny Mellon Strategic Municipal Bond Fund, Inc.

CIK 1352860 BLUE BELL, PA

Position in DSM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$661,641

+$5,944 QoQ

Shares Held

107,584

-1.4% QoQ

Ownership

0.218%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#26

of 86 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $264,882,274 across 148 Asset Management names. DSM ranks #52 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,641	107,584	-1.4%	Shares	Sole	2026-08-06
2026-03-31	$655,697	109,101	-11.3%	Shares	Sole	2026-05-11
2025-12-31	$758,940	123,005	-3.2%	Shares	Sole	2026-02-09
2025-09-30	$752,325	127,082	-2.6%	Shares	Sole	2025-10-22
2025-06-30	$730,520	130,450	+3.3%	Shares	Sole	2025-08-11
2025-03-31	$728,375	126,235	-4.0%	Shares	Sole	2025-05-05
2024-12-31	$764,137	131,521	+6.6%	Shares	Sole	2025-02-07
2024-09-30	$768,931	123,424	+198.1%	Shares	Sole	2024-10-29
2024-06-30	$245,945	41,405	+197.9%	Shares	Sole	2024-08-05
2024-03-31	$81,448	13,899	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.