BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Holdings in HQL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,293,234 | 77,070 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $1,005,482 | 64,828 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $807,388 | 63,028 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $806,690 | 63,569 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $816,195 | 62,210 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $945,772 | 62,717 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $881,997 | 62,244 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $429,263 | 31,494 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $136,282 | 10,125 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $78,735 | 6,314 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $85,491 | 6,314 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $19,697 | 1,414 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $34,956 | 2,460 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $24,929 | 1,825 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $34,934 | 2,455 | Shares | Sole | 2022-08-02 |