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Equibles

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in SBI — Western Asset Intermediate Muni Fund Inc.

CIK 1352860 BLUE BELL, PA
Back to SBI Full portfolio

Position in SBI

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$123,645
-$5,448 QoQ
Shares Held
15,711
-6.5% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#46
of 59 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in SBI 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. SBI ranks #85 (0.0% 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 SBI

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $123,645 15,711
2026-03-31 $129,093 16,809
2025-12-31 $129,093 16,809
2025-09-30 $132,959 16,809
2025-06-30 $126,403 16,809
2025-03-31 $136,710 17,527
2024-12-31 $135,658 17,527
2024-09-30 $182,072 22,204
2024-06-30 $174,523 22,204
2024-03-31 $16,576 2,093
2023-12-31 $11,034 1,433