BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $659,038 | 56,280 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $462,522 | 39,976 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $453,727 | 39,976 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $515,071 | 47,472 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $392,372 | 36,432 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $344,105 | 30,560 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $167,563 | 15,793 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $165,194 | 15,793 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $66,464 | 6,700 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $42,435 | 4,500 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $20,140 | 2,000 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $19,860 | 2,000 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $19,120 | 2,000 | Shares | Sole | 2023-02-03 |
| 2022-06-30 | $0 | 0 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $47,954 | 4,240 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $89,900 | 7,381 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $113,832 | 9,721 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $201,239 | 16,035 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $229,053 | 19,935 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $308,207 | 28,250 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $306,278 | 32,004 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $311,491 | 33,067 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $74,543 | 8,992 | Shares | Sole | 2020-04-22 |