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Equibles

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in MXE — Mexico Equity & Income Fund Inc

CIK 1352860 BLUE BELL, PA
Back to MXE Full portfolio

Position in MXE

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$922,643
+$8,408 QoQ
Shares Held
70,918
+0.1% QoQ
Ownership
1.61%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#7
of 20 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in MXE 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. MXE ranks #44 (0.3% 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 MXE

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $922,643 70,918
2026-03-31 $914,235 70,871
2025-12-31 $846,494 68,376
2025-09-30 $771,027 64,956
2025-06-30 $674,173 64,391
2025-03-31 $561,489 64,391
2024-12-31 $517,702 64,471
2024-09-30 $565,999 61,723
2024-06-30 $562,780 58,623
2024-03-31 $677,681 58,623
2023-12-31 $644,235 57,521
2023-09-30 $533,318 56,736
2023-06-30 $571,265 56,899
2023-03-31 $578,128 57,411
2022-12-31 $504,068 57,411
2022-09-30 $464,090 61,469
2022-06-30 $477,367 59,448
2022-03-31 $497,165 54,454
2021-12-31 $529,277 59,336
2021-09-30 $15,092 1,400