BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in EMO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,187,001 | 48,981 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $232,730 | 5,181 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $287,484 | 5,993 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $330,717 | 6,665 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $312,934 | 6,724 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $287,972 | 6,824 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $180,419 | 4,377 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,223,091 | 30,118 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $271,991 | 7,789 | Shares | Sole | 2024-01-25 |
| 2023-06-30 | $2,986 | 100 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $2,824 | 100 | Shares | Sole | 2023-05-08 |