BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in CET
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,795,607 | 311,489 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $14,783,926 | 287,793 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $11,998,214 | 250,694 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $9,351,365 | 207,993 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $8,801,767 | 192,641 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $7,184,503 | 156,730 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $4,206,771 | 95,565 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $3,911,927 | 93,654 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $2,322,703 | 61,496 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $1,829,220 | 51,600 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,644,154 | 45,033 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,365,358 | 39,257 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $985,839 | 29,525 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $957,811 | 28,388 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $873,700 | 24,814 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $798,413 | 19,290 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $937,651 | 21,033 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $1,286,512 | 30,450 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,134,278 | 26,885 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $888,345 | 23,433 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $749,806 | 22,972 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $664,392 | 22,918 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $602,936 | 20,899 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $584,487 | 22,637 | Shares | Sole | 2020-04-22 |