BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in ECF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,323,476 | 199,783 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $2,155,384 | 185,809 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,650,578 | 161,032 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,370,725 | 150,961 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,340,204 | 138,308 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,148,328 | 127,734 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $536,012 | 65,050 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $378,067 | 46,560 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $113,354 | 14,029 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $8,661 | 1,076 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $105,092 | 12,220 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $10,770 | 1,328 | Shares | Sole | 2023-05-08 |
| 2022-09-30 | $15,002 | 1,873 | Shares | Sole | 2022-11-09 |