BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in MART — AllianzIM U.S. Equity Buffer10 Mar ETF
CIK 1352860
BLUE BELL, PA
All Filings in MART
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MART | $188,692 | 4,919 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 MART | $147,913 | 3,819 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 MART | $143,991 | 3,819 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 MART | $135,085 | 3,762 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 MART | $125,899 | 3,762 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 MART | $32,419 | 962 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 MART | $31,652 | 962 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 MART | $30,404 | 962 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 MART | $29,374 | 962 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 MART | $28,043 | 962 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 MART | $26,837 | 1,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 MART | $27,041 | 1,000 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||