Thrive Wealth Management, LLC

Position in GDV — Gabelli Dividend & Income Trust

CIK 1847610 AUDUBON, PA

Position in GDV

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$220,500

+$18,525 QoQ

Shares Held

7,500

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#128

of 196 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $7,224,443 across 4 Asset Management names. GDV ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SEIC	Sei Investments Co	73,935	$6,484,838
2	BAM	Brookfield Asset Management Ltd.	6,000	$269,100
3	BLK	BlackRock, Inc.	260	$250,005
4	GDV	Gabelli Dividend & Income Trust This page	7,500	$220,500

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,500	7,500	0.0%	Shares	Sole	2026-07-07
2026-03-31	$201,975	7,500	0.0%	Shares	Sole	2026-04-09
2025-12-31	$208,275	7,500	0.0%	Shares	Sole	2026-01-12
2025-09-30	$203,475	7,500	—	Shares	Sole	2025-10-07
No filing history on record for this holder in this stock.