BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in IHD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $114,051 | 18,190 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $114,051 | 18,190 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $109,135 | 18,373 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $109,315 | 20,471 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $72,559 | 14,483 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $82,697 | 14,483 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $78,483 | 14,588 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $49,706 | 9,432 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $12,928 | 2,444 | Shares | Sole | 2024-01-25 |
| 2023-03-31 | $42,380 | 7,892 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $62,394 | 12,092 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $59,492 | 12,092 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $86,353 | 14,992 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $15,919 | 2,376 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $710 | 100 | Shares | Sole | 2022-01-26 |