Form
SCHEDULE 13D/A
Active or control-oriented beneficial ownership filing.
Bexil Securities LLC - 29 Jul 2026 SCHEDULE 13D/A Report for Bexil Investment Trust Shares of Beneficial Interest (BXSY)
- Filing manager
- Bexil Securities LLC
- Reporting owner
- WINMILL THOMAS BASSETT
- Beneficially owned shares
- 1,976,554 shares
- Large-stake signal
-
Ownership
15%Beneficial ownership of this reported class.
Shares
1,976,554 sharesShares beneficially owned as disclosed.
Event date
29 Jul 2026Date tied to the ownership event or amendment.
Accepted by SEC
31 Jul 2026EDGAR acceptance date.
How to read this large-stake filing
- Schedule 13D/G filings focus on beneficial ownership stakes, not a full portfolio.
- Compare this filing with the holder history and issuer page before treating the percentage as a current position.
- Use amendments to understand whether the disclosed stake increased, decreased, or changed reporting status.
- Class ownership
- 15%
- Symbol
- BXSY
- Shares outstanding
- 12,918,652 shares
- SEC form
- SCHEDULE 13D/A
- Accepted by SEC
- 31 Jul 2026, 16:25:20 UTC
- Event date
- 29 Jul 2026
- Prior SEC filing
- 08 Jan 2025
- Source filing
- View source filing
Ownership signal
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Subject security
Names, identifiers, and filing context for this profile.
2 source fields
Source evidence
Original filing metadata and source links for verification.
5 source fields
Key filing fact
Bexil Securities LLC disclosed 15% ownership in Bexil Investment Trust Shares of Beneficial Interest (BXSY) on 29 Jul 2026.
Key facts
- Bexil Securities LLC filed SCHEDULE 13D/A for Bexil Investment Trust Shares of Beneficial Interest (BXSY).
- Disclosed ownership: 15%.
- Date of event: 29 Jul 2026.
Change
- Previous schedule filing date: 08 Jan 2025.
- Current filing was accepted on 31 Jul 2026, 16:25.
Research use
- This page turns one Schedule 13D/G filing into a quick large-stake read before the raw reporting-person rows.
- Use the linked SEC filing as the source of truth for ownership percentages, shares, and reporting-party details.
Evidence
Backed by Schedule 13D/13G
View source filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting persons
Disclosed reporting parties (10)
Names, ownership percentages, voting power, signatures, titles, and CIKs as disclosed in this Schedule 13D/G filing.
| Name | Ownership | Shares owned | Sole voting power | Shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Bexil Securities LLC | 6.8% | 879,275 | 0 | 879,275 | /s/Russell Kamerman | Bexil Securities LLC | 0001510001 |
| Bexil Advisers LLC | 5.3% | 684,699 | 0 | 684,699 | /s/Russell Kamerman | Bexil Advisers LLC | 0001520629 |
| BEXIL CORP | 12% | 1,589,352 | 0 | 1,589,352 | /s/Russell Kamerman | BEXIL CORP | 0001023714 |
| Midas Securities Group, Inc. | 13% | 1,651,604 | 0 | 1,651,604 | /s/Russell Kamerman | Midas Securities Group, Inc. | 0001141394 |
| WINMILL & CO. INC | 15% | 1,925,476 | 0 | 1,925,476 | /s/Donald Klimoski II | WINMILL & CO. INC | 0000052234 |
| Winmill Family Trust | 15% | 1,925,476 | 0 | 1,925,476 | /s/Thomas B. Winmill | Trustee | |
| WINMILL MARK CAMPBELL | 15% | 1,925,476 | 0 | 1,925,476 | /s/Mark C. WInmill | WINMILL MARK CAMPBELL | 0001019264 |
| WINMILL THOMAS BASSETT | 15% | 1,976,554 | 51,078 | 1,925,476 | /s/Thomas B. Winmill | WINMILL THOMAS BASSETT | 0001018500 |
| Winmill William McCollum | 15% | 1,935,176 | 9,700 | 1,925,476 | /s/William M. Winmill | Winmill William McCollum | 0001733616 |
| Winmill Woodworth Borst | 15% | 1,942,376 | 16,900 | 1,925,476 | /s/Woodworth B. Winmill | Winmill Woodworth Borst | 0002050757 |
CIK / CUSIP context first