BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in AEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $332,906 | 47,558 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $312,556 | 48,234 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $286,509 | 48,234 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $220,893 | 44,535 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $294,439 | 56,732 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $319,968 | 56,732 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $262,130 | 49,646 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $176,073 | 34,866 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $8,124 | 1,590 | Shares | Sole | 2024-01-25 |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $16,478 | 3,598 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $31,464 | 5,700 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $73,082 | 10,795 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $87,096 | 10,997 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $20,359 | 2,447 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $22,145 | 2,447 | Shares | Sole | 2021-08-05 |