BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK
0001352860
City
BLUE BELL
State / Country
PA
Holdings in LGI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $50,401 | 2,890 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $88,714 | 5,128 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $183,590 | 10,928 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $178,355 | 11,574 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $186,071 | 11,644 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $324,687 | 17,899 | Shares | Sole | 2024-10-29 |
| 2024-06-30 | $351,742 | 21,113 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $189,313 | 11,593 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $4,596 | 300 | Shares | Sole | 2024-01-25 |
| 2023-09-30 | $4,152 | 300 | Shares | Sole | 2023-10-30 |
| 2022-03-31 | $1,038 | 58 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $1,172 | 58 | Shares | Sole | 2022-01-26 |
| 2021-09-30 | $1,161 | 58 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,206 | 58 | Shares | Sole | 2021-08-05 |
| 2020-12-31 | $56,902 | 3,195 | Shares | Sole | 2021-01-21 |
| 2020-09-30 | $90,016 | 5,800 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $148,409 | 10,533 | Shares | Sole | 2020-07-30 |
| 2020-03-31 | $119,235 | 9,928 | Shares | Sole | 2020-04-22 |