BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in ASG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $679,248 | 128,160 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $350,227 | 63,104 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $201,049 | 36,755 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $201,736 | 41,255 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $18,842 | 3,335 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $39,270 | 7,000 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $49,128 | 9,200 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $13,725 | 2,500 | Shares | Sole | 2024-04-24 |
| 2022-06-30 | $86,365 | 14,814 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $132,055 | 17,514 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,021,347 | 113,483 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $2,164,792 | 250,845 | Shares | Sole | 2021-11-10 |
| 2021-03-31 | $227,105 | 26,377 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $1,048,156 | 127,824 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $2,215,724 | 311,635 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $2,369,814 | 376,759 | Shares | Sole | 2020-07-30 |