BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in GDV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,146,227 | 149,306 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $3,634,280 | 133,958 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,078,699 | 118,366 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $2,718,172 | 112,647 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $2,476,872 | 102,562 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $2,325,830 | 95,126 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $1,831,788 | 80,660 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $1,829,047 | 79,593 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $1,501,945 | 69,406 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $1,427,343 | 73,423 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,470,014 | 69,570 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,201,059 | 57,771 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,211,517 | 58,783 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $978,625 | 52,277 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,106,079 | 54,087 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $1,209,355 | 49,081 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,291,275 | 47,825 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $1,155,778 | 44,815 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,232,860 | 46,859 | Shares | Sole | 2021-08-05 |
| 2021-03-31 | $1,265,830 | 52,831 | Shares | Sole | 2021-04-23 |
| 2020-12-31 | $1,136,414 | 52,955 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $1,035,839 | 56,449 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $933,785 | 53,056 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $921,300 | 62,208 | Shares | Sole | 2020-04-22 |