BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in BSTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,344,312 | 147,913 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $2,835,039 | 127,935 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $2,590,720 | 124,854 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,583,972 | 145,658 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $3,279,677 | 158,362 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $3,172,857 | 165,253 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $3,164,634 | 158,947 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $2,503,899 | 129,067 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,195,366 | 71,536 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $487,327 | 29,535 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $145,513 | 8,035 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $136,885 | 7,324 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $162,358 | 10,381 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $180,686 | 10,243 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $212,414 | 10,843 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $262,597 | 8,941 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $391,931 | 10,065 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $514,309 | 13,331 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $581,479 | 13,941 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $580,462 | 16,264 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $457,187 | 12,567 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $274,455 | 10,700 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $145,088 | 6,400 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $45,063 | 2,700 | Shares | Sole | 2020-04-22 |