BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in EQS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,833 | 9,102 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $20,479 | 9,102 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $12,378 | 9,102 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $9,193 | 9,102 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $10,012 | 9,102 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $12,378 | 9,102 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $12,014 | 9,102 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $13,288 | 9,102 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $13,197 | 9,102 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $13,470 | 9,102 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $14,725 | 9,688 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $15,113 | 9,688 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $13,853 | 9,688 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $15,888 | 9,688 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $25,285 | 9,688 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $24,898 | 9,688 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $23,057 | 9,688 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $22,476 | 9,688 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $18,891 | 9,688 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $22,791 | 11,688 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $26,974 | 12,488 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $15,110 | 12,488 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $14,610 | 12,488 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $11,863 | 12,488 | Shares | Sole | 2020-04-22 |