BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in DMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $583,492 | 53,093 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $568,095 | 53,093 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $557,930 | 54,592 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $580,314 | 54,902 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $583,036 | 56,332 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $452,504 | 40,547 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $249,402 | 23,573 | Shares | Sole | 2024-08-05 |