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Equibles

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1352860 BLUE BELL, PA
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$148,928
-$45,690 QoQ
Shares Held
6,748
-26.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#49
of 56 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 88% Shared 0% None 12%

Common Shares in TBLD 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. TBLD ranks #83 (0.1% 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 TBLD

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $148,928 6,748
2026-03-31 $194,618 9,204
2025-12-31 $269,259 13,396
2025-09-30 $309,011 15,536
2025-06-30 $526,718 26,846
2025-03-31 $573,111 31,946
2024-12-31 $532,030 32,680
2024-09-30 $530,358 29,762
2024-06-30 $261,435 16,208
2024-03-31 $63,839 3,948