Security key
25538A204
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY)
CUSIP: 25538A204
Q2 2023 13F Holders as of 30 Jun 2023
- Security type / class
- Equity / Shares of Beneficial Interest
- Total 13F shares
- 873,210
- Total 13F value
- $10,177,913
- Share change
- -141,810
- SEC-reported price per share
- $11.30
- Number of holders
- 3
- Value change
- -$1,602,630
- Number of sells
- 2
- Shares outstanding
- 12,918,652
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2023
Institutions
3
Top holders
3
BXSY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
BEXIL INVESTMENT TRUST SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 25538A204
Recent filing periods:
Ownership snapshot
Top reported holders of BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Atlas Wealth LLC
Disclosed value leader
BEXIL CORP
Comparable rows
3/7
Latest evidence
20 Jun 2023
13F
3/4/5
Lead comparable stake: 6.2%
4 rows are not safely comparable across share classes.
Showing 1-6 of 7 holder rows.
Quick read
Atlas Wealth LLC leads the comparable SEC ownership view at 6.2%.
3 of 7 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Atlas Wealth LLC's linked filing trail.
Comparable ownership
Top 3
Atlas Wealth LLC
6.2%
SIT INVESTMENT ASSOCIATES INC
1.7%
Ancora Advisors LLC
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 7 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Atlas Wealth LLC |
13F
Company
|
6.2%
|
$8,947,275
794,607 shares
|
— | 31 Mar 2023 |
| SIT INVESTMENT ASSOCIATES INC |
13F
Company
|
1.7%
|
$2,478,000
220,113 shares
|
— | 31 Mar 2023 |
| Ancora Advisors LLC |
13F
Company
|
0%
|
$3,378
300 shares
|
— | 31 Mar 2023 |
| BEXIL CORP |
3/4/5
Other*
|
—
class O/S missing
|
$16,920,679
1,457,423 shares
|
— | 07 Jun 2023 |
| Bexil Securities LLC |
3/4/5
Other*
|
—
class O/S missing
|
$8,754,683
754,064 shares
|
— | 13 May 2022 |
| Bexil Advisers LLC |
3/4/5
Other*
|
—
class O/S missing
|
$6,972,294
600,542 shares
|
— | 14 Oct 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
3
Shares
873,210
Rows available
3
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2023 vs Q1 2026 Across Filers
Q1 2026 holders
1
Q2 2023 holders
3
Holder diff
2
| Investor | Q1 2026 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend