BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in BMEZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,857,019 | 123,390 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,290,114 | 89,467 | Shares | Sole | 2025-10-22 |
| 2025-03-31 | $2,516,401 | 168,886 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $2,679,609 | 186,084 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,894,474 | 182,732 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $2,520,023 | 164,064 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,953,655 | 119,198 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,064,425 | 72,657 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $213,152 | 14,792 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $73,758 | 4,492 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $76,732 | 4,592 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $118,841 | 7,702 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $110,810 | 7,422 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $121,943 | 7,422 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $91,373 | 4,555 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $112,978 | 4,455 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $85,445 | 3,167 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $94,134 | 3,255 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $122,426 | 4,655 | Shares | Sole | 2021-04-23 |