# Bexil Investment Trust: overview

BXSY · OTC · CIK 1059213 · [Other](/sectors/other.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/bxsy.md) · [Financials](/companies/bxsy/financials.md) · [Filings](/companies/bxsy/filings.md) · [Insiders](/companies/bxsy/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/bxsy/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [Atlas Wealth LLC](/funds/1964106.md) | 2026-06-30 | $12.9m | 751,470 |  | New +751,470 |
| [Ancora Advisors LLC](/funds/1446114.md) | 2026-06-30 | $5.1k | 300 |  | Unchanged |

## Recent filings

[All 454 filings](/companies/bxsy/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-08-25 | 20:10 ET | [DEF 14A](/filings/0001628873-26-000083.md) | Proxy statement, period 2026-08-25 | 0001628873-26-000083 |
| 2026-07-31 | 20:25 ET | [SCHEDULE 13D/A](/filings/0001628873-26-000051.md) | Ownership report, active investor, amended | 0001628873-26-000051 |
| 2025-01-08 | 17:20 ET | [SCHEDULE 13D/A](/filings/0000770200-25-000005.md) | Ownership report, active investor, amended | 0000770200-25-000005 |
| 2024-12-11 | 21:17 ET | [DEF 14A](/filings/0000770200-24-000041.md) | Proxy statement, period 2024-12-11 | 0000770200-24-000041 |
| 2024-07-26 | 20:08 ET | [SC 13D/A](/filings/0000770200-24-000016.md) | Ownership report, active investor, amended | 0000770200-24-000016 |
| 2022-10-14 | 14:31 ET | [SC 13D/A](/filings/0001059213-22-000011.md) | Ownership report, active investor, amended | 0001059213-22-000011 |
| 2021-01-08 | 21:05 ET | [SC 13D/A](/filings/0001510001-21-000003.md) | Ownership report, active investor, amended | 0001510001-21-000003 |
| 2020-05-11 | 21:55 ET | [DEF 14A](/filings/0001059213-20-000011.md) | Proxy statement, period 2020-06-10 | 0001059213-20-000011 |
| 2020-02-03 | 21:28 ET | [SC 13D/A](/filings/0001504304-20-000004.md) | Ownership report, active investor, amended | 0001504304-20-000004 |
| 2020-01-21 | 20:25 ET | [SC 13D](/filings/0001504304-20-000001.md) | Ownership report, active investor | 0001504304-20-000001 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1059213
- Tickers: BXSY
- Exchange: OTC
- SIC code: not reported
- State of incorporation: DE
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:03 ET. No prices; not investment advice.