BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in CEV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,341 | 1,528 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $15,402 | 1,528 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $14,806 | 1,528 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $15,310 | 1,528 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $15,341 | 1,528 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $51,393 | 4,728 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $135,793 | 12,481 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $189,717 | 17,881 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $111,516 | 10,785 | Shares | Sole | 2024-01-25 |