BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in AIO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $435 | 20 | Shares | Sole | 2026-02-09 |
| 2024-06-30 | $87,751 | 4,042 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $238,592 | 11,888 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $78,943 | 4,537 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $71,620 | 4,338 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $79,819 | 4,338 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $85,921 | 4,938 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $107,469 | 6,638 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $104,167 | 6,686 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $94,128 | 5,814 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $53,666 | 2,455 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $93,036 | 3,753 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $21,344 | 800 | Shares | Sole | 2021-11-10 |