BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in FMN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $54,416 | 4,898 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $54,073 | 4,898 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $52,114 | 4,898 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $19,395 | 1,786 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $109 | 10 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $85,797 | 6,908 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $104,104 | 9,108 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $100,825 | 9,108 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $53,543 | 4,872 | Shares | Sole | 2024-01-25 |