BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in EOD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $975,446 | 167,315 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $834,537 | 146,410 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $741,038 | 137,484 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $647,757 | 130,860 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $543,563 | 109,369 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $337,273 | 67,320 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $121,723 | 25,046 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $65,496 | 13,645 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $4,344 | 1,001 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $4,030 | 1,000 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $4,350 | 1,000 | Shares | Sole | 2023-08-08 |