BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in BGY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $207,840 | 35,347 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $200,462 | 34,863 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $201,856 | 34,863 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $252,797 | 45,062 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $203,102 | 38,249 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $225,724 | 38,918 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $109,144 | 19,560 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $96,000 | 17,360 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $92,014 | 17,460 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $3,992 | 800 | Shares | Sole | 2023-10-30 |
| 2022-06-30 | $18,266 | 3,610 | Shares | Sole | 2022-08-02 |
| 2020-03-31 | $2,250 | 500 | Shares | Sole | 2020-04-22 |