BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in CMU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $73,432 | 20,921 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $76,065 | 21,921 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $72,996 | 21,921 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $110,200 | 31,576 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $117,923 | 33,501 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $124,049 | 33,801 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $134,802 | 39,301 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $55,101 | 16,547 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $54,770 | 16,547 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $18,567 | 5,932 | Shares | Sole | 2023-10-30 |