BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in BCX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $142,696 | 12,996 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $161,458 | 15,876 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $148,979 | 15,765 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $167,240 | 17,925 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $137,989 | 16,158 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $226,003 | 23,542 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $238,682 | 25,972 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $207,505 | 22,853 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $202,934 | 22,853 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $197,775 | 21,474 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $234,894 | 25,898 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $266,719 | 27,958 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $294,164 | 29,505 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $293,078 | 33,726 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $272,264 | 30,319 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $224,112 | 20,300 | Shares | Sole | 2022-04-21 |
| 2020-06-30 | $46,563 | 7,596 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $54,915 | 10,896 | Shares | Sole | 2020-04-22 |