BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1352860 BLUE BELL, PA

Position in TBLD

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$194,618

-$74,641 QoQ

Shares Held

9,204

-31.3% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Mar 31, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $223,168,797 across 144 Asset Management names. TBLD ranks #76 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$194,618	9,204	-31.3%	Shares	Sole	2026-05-11
2025-12-31	$269,259	13,396	-13.8%	Shares	Sole	2026-02-09
2025-09-30	$309,011	15,536	-42.1%	Shares	Sole	2025-10-22
2025-06-30	$526,718	26,846	-16.0%	Shares	Sole	2025-08-11
2025-03-31	$573,111	31,946	-2.2%	Shares	Sole	2025-05-05
2024-12-31	$532,030	32,680	+9.8%	Shares	Sole	2025-02-07
2024-09-30	$530,358	29,762	+83.6%	Shares	Sole	2024-10-29
2024-06-30	$261,435	16,208	+310.5%	Shares	Sole	2024-08-05
2024-03-31	$63,839	3,948	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.