BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $364,872 | 33,722 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $367,055 | 33,830 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $378,923 | 36,753 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $414,471 | 38,165 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $432,962 | 39,831 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $422,522 | 35,807 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $365,541 | 32,902 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $195,622 | 17,800 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $107,316 | 9,900 | Shares | Sole | 2024-01-25 |