BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in HEQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,053,360 | 97,987 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $851,148 | 79,920 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $578,662 | 54,694 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $542,089 | 52,124 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $425,236 | 41,649 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $213,673 | 19,478 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $50,983 | 4,907 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $42,148 | 4,018 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $41,205 | 4,100 | Shares | Sole | 2024-01-25 |