BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in CPZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $585,004 | 40,014 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $608,731 | 37,669 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $607,407 | 37,425 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $613,204 | 39,409 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $580,594 | 39,150 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $551,935 | 35,182 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $471,011 | 30,886 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $445,078 | 28,845 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $192,849 | 13,346 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $148,580 | 10,046 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $130,659 | 8,446 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $98,045 | 6,346 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $81,494 | 5,365 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,990 | 200 | Shares | Sole | 2022-11-09 |
| 2021-06-30 | $29,008 | 1,396 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $29,503 | 1,462 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $18,998 | 1,090 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $28,924 | 1,990 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $18,576 | 1,200 | Shares | Sole | 2020-07-30 |