BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $21,554,326 | 924,285 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $20,662,198 | 926,556 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $20,281,764 | 934,213 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $17,790,610 | 936,841 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $18,917,077 | 936,489 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $19,256,292 | 893,149 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $24,980,362 | 1,162,418 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $24,319,323 | 1,245,867 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $21,079,362 | 1,190,252 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $19,916,066 | 1,196,879 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $20,350,623 | 1,210,626 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $18,538,430 | 1,192,182 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $17,582,146 | 1,209,226 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $16,457,412 | 1,129,541 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $17,119,946 | 1,116,033 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $19,815,605 | 1,074,599 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $20,709,480 | 1,066,949 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $22,192,038 | 1,120,810 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $22,232,254 | 1,124,545 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $22,180,221 | 1,214,689 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $20,586,476 | 1,190,658 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $20,148,138 | 1,242,945 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $16,847,137 | 1,129,922 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $13,664,443 | 1,085,341 | Shares | Sole | 2020-04-22 |