BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in IPO — Renaissance IPO ETF
CIK 1352860
BLUE BELL, PA
All Filings in IPO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,942 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,188 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,565 | 100 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,956 | 100 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,494 | 100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,755 | 100 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,357 | 100 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,288 | 100 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,031 | 100 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,152 | 100 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,771 | 100 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $3,197 | 100 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,271 | 100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,927 | 100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,472 | 100 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,840 | 100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,011 | 100 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,408 | 100 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,784 | 100 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||