BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in SCD — Lmp Capital & Income Fund Inc.
CIK 1352860
BLUE BELL, PA
Position in SCD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$89,012
-$26,742 QoQ
Shares Held
5,962
-23.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 98.64139550486414.ToString("F0")%
Shared 0.ToString("F0")%
None 1.3586044951358605.ToString("F0")%
Common Shares in SCD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $223,168,797 across 144 Asset Management names. SCD ranks #85 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GAM |
General American Investors Co Inc
|
817,542 | $47,801,680 | |
| 2 | ADX |
Adams Diversified Equity Fund, Inc.
|
894,195 | $19,573,928 | |
| 3 | CET |
Central Securities Corp
|
349,922 | $17,377,126 | |
| 4 | TY |
TRI-CONTINENTAL Corp
|
430,043 | $13,585,058 | |
| 5 | RVT |
Royce Small-Cap Trust, Inc.
|
653,774 | $10,852,648 | |
| 6 | ASA |
ASA Gold & Precious Metals Ltd
|
144,765 | $8,979,772 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
631,683 | $7,144,334 | |
| 8 | STEW |
SRH Total Return Fund, Inc.
|
350,678 | $5,996,593 |
All Filings in SCD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,012 | 5,962 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $115,754 | 7,816 | Shares | Sole | 2026-02-09 | |
| 2024-06-30 | $5,603 | 362 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $32,249 | 2,062 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $144,583 | 10,320 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $118,675 | 9,494 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $123,578 | 9,647 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $88,485 | 7,247 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $64,377 | 5,347 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $37,382 | 3,317 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $72,798 | 5,909 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $72,500 | 4,959 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,080 | 400 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||